Pinnacle Financial Group, LLC / IL
All 13F Filings
- Location
- Western Springs, IL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 344,556
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 222.4 K | 64.5% | 13.23 K | 0 | 13.23 K |
| ETFs | 121.6 K | 35.3% | 505 | 0 | 505 |
| Debt | 559 | 0.2% | 119 | 0 | 119 |
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Fund Snapshot
Q4 2025
Latest filed
2/5/2026
Total value ($000)
344,556
Holdings
112
QoQ value change ($000)
13,850
(4.2%)
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.