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PINNACLE ASSOCIATES LTD: IWF position timeline

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

PINNACLE ASSOCIATES LTD held 73,522 IWF 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 73,522 shares
    Change vs previous 13F +56,649 shares

    0.1% of the 13F portfolio, value $9,129,236.

    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 16,873 shares
    Change vs previous 13F +979 shares

    0.09% of the 13F portfolio, value $7,194,750.

    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 15,894 shares
    Change vs previous 13F -48 shares

    0.1% of the 13F portfolio, value $7,522,714.

    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 15,942 shares
    Change vs previous 13F -265 shares

    0.1% of the 13F portfolio, value $7,467,392.

    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 16,207 shares
    Change vs previous 13F -1,056 shares

    0.1% of the 13F portfolio, value $6,881,099.

    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 17,263 shares
    Change vs previous 13F +502 shares

    0.09% of the 13F portfolio, value $6,233,416.

    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 16,761 shares
    Change vs previous 13F -94 shares

    0.09% of the 13F portfolio, value $6,730,717.

    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 16,855 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $5,109,845.

    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).