Skip to content
Disclosery

PINNACLE ASSOCIATES LTD: CVLT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PINNACLE ASSOCIATES LTD on CVLT, newest first. How the timeline and the estimate are built.

PINNACLE ASSOCIATES LTD held 127,557 CVLT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 127,557 shares
    Change vs previous 13F -4,988 shares

    0.2% of the 13F portfolio, value $18,078,654.

    13F-HR 0000743127-26-000003 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 132,545 shares
    Change vs previous 13F -4,999 shares

    0.13% of the 13F portfolio, value $10,323,930.

    13F-HR 0000743127-26-000002 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 137,544 shares
    Change vs previous 13F +16,605 shares

    0.22% of the 13F portfolio, value $17,242,516.

    13F-HR 0000743127-26-000001 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 120,939 shares
    Change vs previous 13F -5,080 shares

    0.3% of the 13F portfolio, value $22,830,864.

    13F-HR 0000743127-25-000003 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 126,019 shares
    Change vs previous 13F -38,569 shares

    0.32% of the 13F portfolio, value $21,968,892.

    13F-HR 0001085146-25-004479 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 164,588 shares
    Change vs previous 13F -37,934 shares

    0.38% of the 13F portfolio, value $25,965,403.

    13F-HR 0001085146-25-002639 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 202,522 shares
    Change vs previous 13F -40,351 shares

    0.41% of the 13F portfolio, value $30,562,595.

    13F-HR 0001085146-25-001486 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 242,873 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $19,393,409.

    13F-HR 0001085146-24-005170 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).