DVY — ISHARES TR

Ownership history in Pinnacle Financial Group, LLC / IL  ·  17 quarters on record

AI Ownership Summary

Pinnacle Financial Group, LLC / IL reported ISHARES TR (DVY) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.21% in 2023 Q4. The latest visible filing shows DVY at 2.61% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DVY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Pinnacle Financial Group, LLC / IL's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DVY was reported at 2.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.21% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DVY stock page Pinnacle Financial Group, LLC / IL fund profile Pinnacle Financial Group, LLC / IL full holdings
How Pinnacle Financial Group, LLC / IL held DVY — position size vs. price
% of Fund (quarterly)    DVY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 63,659 +64 +0.1% 2.61% $9.0M 2026-02-14 (Est.) $156.73
2025 Q3 REDUCED 63,595 -631 -1.0% 2.73% $9.0M 2025-11-12 $139.42
2025 Q2 REDUCED 64,226 -114 -0.2% 2.86% $8.5M 2025-08-11 $132.07
2025 Q1 ADDED 64,340 +2,041 +3.3% 3.14% $8.6M 2025-05-15 $127.64
2024 Q4 ADDED 62,299 +2,288 +3.8% 3.20% $8.2M 2025-02-18 $131.06
2024 Q3 ADDED 60,011 +1,844 +3.2% 3.18% $8.1M 2024-11-12 $130.79
2024 Q2 ADDED 58,167 +1,381 +2.4% 3.01% $7.0M 2024-08-08 $118.09
2024 Q1 ADDED 56,786 +3,285 +6.1% 3.07% $7.0M 2024-05-15 $116.62
2023 Q4 REDUCED 53,501 -1,027 -1.9% 3.21% $6.3M 2024-02-13 $104.37
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DVY

As of 2026 Q1 — sorted by position size

CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 3Y 9.25% Northside Capital Management, LLC 3Y 7Y 8.69% Corundum Trust Company, INC 6.52% GREENBERG FINANCIAL GROUP 4.05% FOCUS Wealth Advisors, LLC 3Y 2.88% Wealth Quarterback LLC 3Y 2.59% Murphy, Middleton, Hinkle & Parker, Inc. 3Y 7Y 2.39% Peoples Bank/KS 2.23% Granite FO LLC 2.08% HICKS CAPITAL MANAGEMENT LLC 1.88%

FAQ About Pinnacle Financial Group, LLC / IL and DVY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Pinnacle Financial Group, LLC / IL reported owning DVY?

Pinnacle Financial Group, LLC / IL reported DVY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DVY position in Pinnacle Financial Group, LLC / IL's portfolio?

The largest reported portfolio weight for DVY was 3.21% in 2023 Q4.

What is the latest reported DVY position on this page?

The most recent filing on this page is 2025 Q4, when Pinnacle Financial Group, LLC / IL reported 63,659 shares, equal to 2.61% of portfolio, with an estimated market value of $9.0M.

What does the chart on this DVY ownership page compare?

The chart compares Pinnacle Financial Group, LLC / IL's quarterly DVY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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