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PINNACLE ASSOCIATES LTD: IBIT position timeline

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

PINNACLE ASSOCIATES LTD held 10,671 IBIT 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 10,671 shares
    Change vs previous 13F +617 shares

    <0.01% of the 13F portfolio, value $355,238.

    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 10,054 shares
    Change vs previous 13F +4,669 shares

    <0.01% of the 13F portfolio, value $386,275.

    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 5,385 shares
    Change vs previous 13F +172 shares

    <0.01% of the 13F portfolio, value $267,365.

    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 5,213 shares
    Change vs previous 13F -892 shares

    <0.01% of the 13F portfolio, value $338,845.

    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 6,105 shares
    Change vs previous 13F -37 shares

    0.01% of the 13F portfolio, value $373,687.

    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 6,142 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $287,507.

    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).