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PINNACLE ASSOCIATES LTD: IVW position timeline

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

PINNACLE ASSOCIATES LTD held 31,949 IVW 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 31,949 shares
    Change vs previous 13F +4,319 shares

    0.05% of the 13F portfolio, value $4,393,946.

    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 27,630 shares
    Change vs previous 13F +149 shares

    0.04% of the 13F portfolio, value $3,125,229.

    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 27,481 shares
    Change vs previous 13F -920 shares

    0.04% of the 13F portfolio, value $3,387,308.

    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 28,401 shares
    Change vs previous 13F -3,995 shares

    0.05% of the 13F portfolio, value $3,428,569.

    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 32,396 shares
    Change vs previous 13F -874 shares

    0.05% of the 13F portfolio, value $3,566,800.

    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 33,270 shares
    Change vs previous 13F +1,125 shares

    0.05% of the 13F portfolio, value $3,088,454.

    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 32,145 shares
    Change vs previous 13F +26,012 shares

    0.04% of the 13F portfolio, value $3,263,682.

    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 6,133 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $460,588.

    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).