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PINNACLE ASSOCIATES LTD: IVV position timeline

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

PINNACLE ASSOCIATES LTD held 142,460 IVV 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 142,460 shares
    Change vs previous 13F -460 shares

    1.16% of the 13F portfolio, value $106,686,972.

    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 142,920 shares
    Change vs previous 13F +2,320 shares

    1.2% of the 13F portfolio, value $93,356,905.

    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 140,600 shares
    Change vs previous 13F +1,121 shares

    1.24% of the 13F portfolio, value $96,302,876.

    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 139,479 shares
    Change vs previous 13F +2,056 shares

    1.24% of the 13F portfolio, value $93,353,212.

    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 137,423 shares
    Change vs previous 13F +2,868 shares

    1.24% of the 13F portfolio, value $85,325,638.

    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 134,555 shares
    Change vs previous 13F -267 shares

    1.11% of the 13F portfolio, value $75,606,552.

    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 134,822 shares
    Change vs previous 13F +12,096 shares

    1.08% of the 13F portfolio, value $79,366,913.

    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 122,726 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $58,617,500.

    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).