13F Filings History of Pinnacle Financial Group, LLC / IL

Latest 13F report
Q4 2025 - 05 Feb 2026
Value $
$344,555,790
Signature - Title
Dan Fitzgerald - Managing Member
Location
Western Springs, IL
Summary
This page shows a list of all the recent 13F filings made by Pinnacle Financial Group, LLC / IL. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Pinnacle Financial Group, LLC / IL reported 112 stock holdings with total value $344,555,790 as of Q4 2025. Top holdings included PRF, DFIC, DFEM, DTD, and DFAC.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 112 $344,555,790 +$10,714,216 -$4,741,453 +$5,972,763 PRF, DFIC, DFEM, DTD, DFAC 13F-HR 05 Feb 2026, 10:30
Q3 2025 108 $330,706,280 +$17,608,574 -$4,416,211 +$13,192,363 PRF, DFIC, DFEM, DTD, DFAC 13F-HR 12 Nov 2025, 09:52
Q2 2025 101 $298,749,942 +$11,732,035 -$5,728,846 +$6,003,189 PRF, DFIC, DTD, DFEM, DFAC 13F-HR 11 Aug 2025, 09:51
Q1 2025 95 $275,244,429 +$23,126,531 -$4,865,274 +$18,261,257 PRF, DFIC, DTD, DFEM, DFAC 13F-HR 15 May 2025, 12:22
Q4 2024 84 $255,317,494 +$9,316,515 -$2,099,143 +$7,217,372 PRF, DFIC, DTD, DFAC, DFEM 13F-HR 14 Feb 2025, 21:26
Q3 2024 80 $255,176,380 +$10,211,351 -$6,683,281 +$3,528,070 PRF, DFIC, DTD, DFEM, DFAC 13F-HR 12 Nov 2024, 16:22
Q2 2024 72 $233,848,278 +$6,706,757 -$570,170 +$6,136,587 PRF, DFIC, DTD, DFEM, DFAC 13F-HR 08 Aug 2024, 11:11
Q1 2024 65 $227,700,334 +$22,761,306 -$1,743,534 +$21,017,772 PRF, DFIC, DTD, DFEM, DFAC 13F-HR 15 May 2024, 11:49
Q4 2023 63 $195,264,852 +$12,732,613 -$2,301,842 +$10,430,771 PRF, DTD, DFIC, DFAC, DFEM 13F-HR 13 Feb 2024, 10:00
Q3 2023 57 $168,050,326 +$20,421,753 -$3,161,716 +$17,260,037 PRF, DTD, DFIC, DFAC, DFEM 13F-HR 13 Nov 2023, 08:14
Q2 2023 62 $176,105,016 +$4,596,261 -$1,617,781 +$2,978,480 PRF, DTD, DFIC, DFAC, DFEM 13F-HR 18 Jul 2023, 13:01
Q1 2023 64 $167,491,988 +$28,265,540 -$6,483,768 +$21,781,772 PRF, DTD, DFIC, DFAC, DFEM 13F-HR 11 May 2023, 14:54
Q4 2022 66 $141,468,866 +$15,651,825 -$1,382,095 +$14,269,730 PRF, DTD, VNQ, SPY, DVY 13F-HR 09 Feb 2023, 09:35
Q3 2022 58 $115,557,000 +$7,882,442 -$1,395,819 +$6,486,623 PRF, DTD, VNQ, SPY, DVY 13F-HR 27 Oct 2022, 13:57
Q2 2022 62 $117,320,000 +$13,152,599 -$2,850,640 +$10,301,959 PRF, DTD, VNQ, SPY, DVY 13F-HR 19 Jul 2022, 16:56
Q1 2022 66 $123,409,000 +$5,582,503 -$8,240,398 -$2,657,895 PRF, DTD, VNQ, SPY, DVY 13F-HR 11 May 2022, 17:34
Q4 2021 65 $129,364,000 $0 $0 $0 PRF, DTD, VNQ, SPY, DVY 13F-HR 11 Feb 2022, 15:51