Skip to content
Disclosery

PINNACLE ASSOCIATES LTD: FWONA position timeline

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

PINNACLE ASSOCIATES LTD held 124,944 FWONA 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 124,944 shares
    Change vs previous 13F +4,543 shares

    0.12% of the 13F portfolio, value $10,937,605.

    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 120,401 shares
    Change vs previous 13F +3,905 shares

    0.12% of the 13F portfolio, value $9,400,916.

    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 116,496 shares
    Change vs previous 13F -515 shares

    0.13% of the 13F portfolio, value $10,412,420.

    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 117,011 shares
    Change vs previous 13F +26 shares

    0.15% of the 13F portfolio, value $11,141,795.

    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 116,985 shares
    Change vs previous 13F +537 shares

    0.16% of the 13F portfolio, value $11,108,900.

    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 116,448 shares
    Change vs previous 13F -90 shares

    0.14% of the 13F portfolio, value $9,487,023.

    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 116,538 shares
    Change vs previous 13F +11,264 shares

    0.13% of the 13F portfolio, value $9,793,858.

    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 105,274 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $6,103,766.

    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).