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PINNACLE ASSOCIATES LTD: IWD position timeline

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

PINNACLE ASSOCIATES LTD held 7,168 IWD 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 7,168 shares
    Change vs previous 13F -187 shares

    0.02% of the 13F portfolio, value $1,737,657.

    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 7,355 shares
    Change vs previous 13F +40 shares

    0.02% of the 13F portfolio, value $1,571,559.

    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 7,315 shares
    Change vs previous 13F -34 shares

    0.02% of the 13F portfolio, value $1,538,711.

    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 7,349 shares
    Change vs previous 13F -2,510 shares

    0.02% of the 13F portfolio, value $1,496,274.

    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 9,859 shares
    Change vs previous 13F -174 shares

    0.03% of the 13F portfolio, value $1,914,840.

    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 10,033 shares
    Change vs previous 13F +141 shares

    0.03% of the 13F portfolio, value $1,887,773.

    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 9,892 shares
    Change vs previous 13F +189 shares

    0.02% of the 13F portfolio, value $1,831,310.

    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 9,703 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,603,422.

    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).