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PINNACLE ASSOCIATES LTD: IJR position timeline

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

PINNACLE ASSOCIATES LTD held 229,466 IJR 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 229,466 shares
    Change vs previous 13F -8,319 shares

    0.37% of the 13F portfolio, value $34,032,071.

    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 237,785 shares
    Change vs previous 13F -24,372 shares

    0.38% of the 13F portfolio, value $29,559,078.

    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 262,157 shares
    Change vs previous 13F -653 shares

    0.4% of the 13F portfolio, value $31,506,038.

    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 262,810 shares
    Change vs previous 13F -831 shares

    0.41% of the 13F portfolio, value $31,229,765.

    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 263,641 shares
    Change vs previous 13F +1,083 shares

    0.42% of the 13F portfolio, value $28,813,274.

    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 262,558 shares
    Change vs previous 13F -3,867 shares

    0.4% of the 13F portfolio, value $27,455,738.

    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 266,425 shares
    Change vs previous 13F +10,424 shares

    0.42% of the 13F portfolio, value $30,697,455.

    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 256,001 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $27,712,110.

    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).