Skip to content
Disclosery

PINNACLE ASSOCIATES LTD: IUSV position timeline

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

PINNACLE ASSOCIATES LTD held 2,728 IUSV 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 2,728 shares
    Change vs previous 13F +107 shares

    <0.01% of the 13F portfolio, value $300,542.

    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 2,621 shares
    Change vs previous 13F -45 shares

    <0.01% of the 13F portfolio, value $267,997.

    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 2,666 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $273,372.

    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 2,666 shares
    Change vs previous 13F -135 shares

    <0.01% of the 13F portfolio, value $266,467.

    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 2,801 shares
    Change vs previous 13F +146 shares

    <0.01% of the 13F portfolio, value $265,059.

    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 2,655 shares
    Change vs previous 13F -30 shares

    <0.01% of the 13F portfolio, value $245,030.

    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 2,685 shares
    Change vs previous 13F -15 shares

    <0.01% of the 13F portfolio, value $248,604.

    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 2,700 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $227,691.

    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).