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PINNACLE ASSOCIATES LTD: IBEX position timeline

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

PINNACLE ASSOCIATES LTD held 201,095 IBEX 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 201,095 shares
    Change vs previous 13F +36,997 shares

    0.07% of the 13F portfolio, value $6,107,255.

    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 164,098 shares
    Change vs previous 13F +134,487 shares

    0.06% of the 13F portfolio, value $4,401,108.

    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 29,611 shares
    Change vs previous 13F +41 shares

    0.01% of the 13F portfolio, value $1,130,548.

    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 29,570 shares
    Change vs previous 13F -6,650 shares

    0.02% of the 13F portfolio, value $1,198,176.

    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 36,220 shares
    Change vs previous 13F +5,700 shares

    0.02% of the 13F portfolio, value $1,054,002.

    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 30,520 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $743,162.

    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 30,520 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $655,875.

    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).