VTLE β€” Vital Energy

Ownership history in Pinnacle Holdings, LLC  Β·  8 quarters on record

AI Ownership Summary

Pinnacle Holdings, LLC reported Vital Energy (VTLE) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.42% in 2024 Q1. The latest visible filing shows VTLE at 0.14% 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.

What this VTLE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Pinnacle Holdings, LLC's position in Vital Energy, 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 Q3

VTLE was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% in 2024 Q1

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 Q3

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.

How Pinnacle Holdings, LLC held VTLE β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 23,779 -38 -0.2% 0.14% $402K 2025-11-12 β€”
2025 Q2 ADDED 23,817 +1,241 +5.5% 0.14% $383K 2025-08-07 β€”
2025 Q1 ADDED 22,576 +1,438 +6.8% 0.18% $479K 2025-05-13 β€”
2024 Q4 REDUCED 21,138 -171 -0.8% 0.25% $654K 2025-02-13 β€”
2024 Q3 ADDED 21,309 +606 +2.9% 0.22% $573K 2024-11-12 β€”
2024 Q2 ADDED 20,703 +772 +3.9% 0.38% $928K 2024-08-13 β€”
2024 Q1 ADDED 19,931 +1,772 +9.8% 0.42% $1.0M 2024-05-09 β€”
2023 Q4 INITIATED 18,159 β€” β€” 0.34% $826K 2024-02-14 β€”

🏒 Other funds also holding VTLE

As of 2025 Q4 β€” sorted by position size

Nebula Research & Development LLC 0.05% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About Pinnacle Holdings, LLC and VTLE

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

How long has Pinnacle Holdings, LLC reported owning VTLE?

Pinnacle Holdings, LLC reported VTLE across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported VTLE position in Pinnacle Holdings, LLC's portfolio?

The largest reported portfolio weight for VTLE was 0.42% in 2024 Q1.

What is the latest reported VTLE position on this page?

The most recent filing on this page is 2025 Q3, when Pinnacle Holdings, LLC reported 23,779 shares, equal to 0.14% of portfolio, with an estimated market value of $402K.

What does the chart on this VTLE ownership page compare?

The chart compares Pinnacle Holdings, LLC's quarterly VTLE 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.

← Back to Pinnacle Holdings, LLC Holdings