Pinnacle Financial Group, LLC / IL
All 13F Filings
- Location
- Western Springs, IL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 415,598
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/29/2026 | 120 | 415,598 | 13F-HR | Pinnacle Financial Group, LLC / IL |
| Q2 2026 | 7/30/2026 | 117 | 409,738 | 13F-HR | Pinnacle Financial Group, LLC / IL |
| Q1 2026 | 5/13/2026 | 111 | 364,831 | 13F-HR | Pinnacle Financial Group, LLC / IL |
| Q4 2025 | 2/5/2026 | 112 | 344,556 | 13F-HR | Pinnacle Financial Group, LLC / IL |
| Q3 2025 | 11/12/2025 | 108 | 330,706 | 13F-HR | Pinnacle Financial Group, LLC / IL |
| Q2 2025 | 8/11/2025 | 101 | 298,750 | 13F-HR | Pinnacle Financial Group, LLC / IL |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 56.32 K | 13.6% | 9.802 K | 0 | 9.802 K |
| ETFs | 358.3 K | 86.2% | 0 | 3.998 K | -3.998 K |
| Debt | 946 | 0.2% | 65 | 0 | 65 |
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Fund Snapshot
Q3 2026
Latest filed
10/29/2026
Total value ($000)
415,598
Holdings
120
QoQ value change ($000)
5,860
(1.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.