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PINNACLE ASSOCIATES LTD: IONS position timeline

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

PINNACLE ASSOCIATES LTD held 419,752 IONS 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 419,752 shares
    Change vs previous 13F -16,705 shares

    0.36% of the 13F portfolio, value $33,282,136.

    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 436,457 shares
    Change vs previous 13F -25,511 shares

    0.42% of the 13F portfolio, value $32,773,556.

    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 461,968 shares
    Change vs previous 13F -19,783 shares

    0.47% of the 13F portfolio, value $36,546,288.

    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 481,751 shares
    Change vs previous 13F -12,788 shares

    0.42% of the 13F portfolio, value $31,516,150.

    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 494,539 shares
    Change vs previous 13F -113,978 shares

    0.28% of the 13F portfolio, value $19,539,236.

    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 608,517 shares
    Change vs previous 13F +60,875 shares

    0.27% of the 13F portfolio, value $18,358,958.

    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 547,642 shares
    Change vs previous 13F +88,663 shares

    0.26% of the 13F portfolio, value $19,145,564.

    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 458,979 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $23,219,748.

    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).