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PINNACLE ASSOCIATES LTD: IBB position timeline

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

PINNACLE ASSOCIATES LTD held 16,846 IBB 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 16,846 shares
    Change vs previous 13F -1,621 shares

    0.03% of the 13F portfolio, value $3,204,021.

    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 18,467 shares
    Change vs previous 13F -114 shares

    0.04% of the 13F portfolio, value $3,118,191.

    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 18,581 shares
    Change vs previous 13F +4,887 shares

    0.04% of the 13F portfolio, value $3,135,941.

    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 13,694 shares
    Change vs previous 13F -224 shares

    0.03% of the 13F portfolio, value $1,976,958.

    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 13,918 shares
    Change vs previous 13F -1,379 shares

    0.03% of the 13F portfolio, value $1,760,815.

    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 15,297 shares
    Change vs previous 13F -78 shares

    0.03% of the 13F portfolio, value $1,956,535.

    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 15,375 shares
    Change vs previous 13F +1,819 shares

    0.03% of the 13F portfolio, value $2,032,734.

    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 13,556 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,841,605.

    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).