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PINNACLE ASSOCIATES LTD: ITRI position timeline

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

PINNACLE ASSOCIATES LTD held 274,841 ITRI 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 274,841 shares
    Change vs previous 13F +648 shares

    0.26% of the 13F portfolio, value $23,781,992.

    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 274,193 shares
    Change vs previous 13F +47,429 shares

    0.32% of the 13F portfolio, value $24,575,919.

    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 226,764 shares
    Change vs previous 13F -7,042 shares

    0.27% of the 13F portfolio, value $21,057,305.

    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 233,806 shares
    Change vs previous 13F -10,371 shares

    0.39% of the 13F portfolio, value $29,122,875.

    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 244,177 shares
    Change vs previous 13F -63,915 shares

    0.47% of the 13F portfolio, value $32,141,019.

    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 308,092 shares
    Change vs previous 13F -10,091 shares

    0.47% of the 13F portfolio, value $32,275,718.

    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 318,183 shares
    Change vs previous 13F -80,189 shares

    0.47% of the 13F portfolio, value $34,548,310.

    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 398,372 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $30,081,070.

    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).