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Disclosery

PINNACLE ASSOCIATES LTD: CVS position timeline

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

PINNACLE ASSOCIATES LTD held 59,101 CVS 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 59,101 shares
    Change vs previous 13F -499 shares

    0.07% of the 13F portfolio, value $6,113,962.

    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 59,600 shares
    Change vs previous 13F -376 shares

    0.06% of the 13F portfolio, value $4,280,474.

    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 59,976 shares
    Change vs previous 13F -1,878 shares

    0.06% of the 13F portfolio, value $4,759,722.

    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 61,854 shares
    Change vs previous 13F -776 shares

    0.06% of the 13F portfolio, value $4,663,176.

    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 62,630 shares
    Change vs previous 13F -1,663 shares

    0.06% of the 13F portfolio, value $4,320,250.

    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 64,293 shares
    Change vs previous 13F +388 shares

    0.06% of the 13F portfolio, value $4,355,880.

    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 63,905 shares
    Change vs previous 13F -110,847 shares

    0.04% of the 13F portfolio, value $2,868,706.

    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 174,752 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $13,798,422.

    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).