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Manager record

Pinnacle Financial Group, LLC / IL

Western Springs, IL · CIK 1905962 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$409.74MReported 13F valueQ2 2026 · as filed
117Holdings listed
+12.3%vs prior quartervalue change includes market moves
5Quarters on record
Jul 30Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $298.7M$298.7MQ2 2025101 holdingsQ3 2025: $330.7M$330.7MQ3 2025108 holdingsQ4 2025: $344.6M$344.6MQ4 2025112 holdingsQ1 2026: $364.8M$364.8MQ1 2026111 holdingsQ2 2026: $409.7M$409.7MQ2 2026117 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 30 2026 13F-HR · period Q2 2026

$409.74M · 117 holdings listed · View original SEC filing ↗
May 13 2026 13F-HR · period Q1 2026

$364.83M · 111 holdings listed · View original SEC filing ↗
Feb 05 2026 13F-HR · period Q4 2025

$344.56M · 112 holdings listed · View original SEC filing ↗
Nov 12 2025 13F-HR · period Q3 2025

$330.71M · 108 holdings listed · View original SEC filing ↗
Aug 11 2025 13F-HR · period Q2 2025

$298.75M · 101 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 30, 2026 · Change methodology