Pinnacle Financial Group, LLC / IL

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 8, 2024
Value $
$234M
Signature - Title
Dan Fitzgerald - Chief Compliance Officer
Location
823 Burlington Avenue, Western Springs, IL
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 72 $234M +$6.71M -$570K +$6.14M PRF, DFIC, DTD, DFEM, DFAC 13F-HR 8/8/2024, 11:11 AM
Q1 2024 65 $228M +$22.8M -$1.74M +$21M PRF, DFIC, DTD, DFEM, DFAC 13F-HR 5/15/2024, 11:49 AM
Q4 2023 63 $195M +$12.7M -$2.3M +$10.4M PRF, DTD, DFIC, DFAC, DFEM 13F-HR 2/13/2024, 10:00 AM
Q3 2023 57 $168M +$20.4M -$3.16M +$17.3M PRF, DTD, DFIC, DFAC, DFEM 13F-HR 11/13/2023, 08:14 AM
Q2 2023 62 $176M +$4.6M -$1.62M +$2.98M PRF, DTD, DFIC, DFAC, DFEM 13F-HR 7/18/2023, 01:01 PM
Q1 2023 64 $167M +$28.3M -$6.48M +$21.8M PRF, DTD, DFIC, DFAC, DFEM 13F-HR 5/11/2023, 02:54 PM
Q4 2022 66 $141M +$15.7M -$1.38M +$14.3M PRF, DTD, VNQ, SPY, DVY 13F-HR 2/9/2023, 09:35 AM
Q3 2022 58 $116M +$7.88M -$1.4M +$6.49M PRF, DTD, VNQ, SPY, DVY 13F-HR 10/27/2022, 01:57 PM
Q2 2022 62 $117M +$13.2M -$2.85M +$10.3M PRF, DTD, VNQ, SPY, DVY 13F-HR 7/19/2022, 04:56 PM
Q1 2022 66 $123M +$5.58M -$8.24M -$2.66M PRF, DTD, VNQ, SPY, DVY 13F-HR 5/11/2022, 05:34 PM
Q4 2021 65 $129M $0 $0 PRF, DTD, VNQ, SPY, DVY 13F-HR 2/11/2022, 03:51 PM