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PINNACLE ASSOCIATES LTD: IWM position timeline

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

PINNACLE ASSOCIATES LTD held 69,970 IWM 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 69,970 shares
    Change vs previous 13F -1,079 shares

    0.23% of the 13F portfolio, value $21,022,351.

    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 71,049 shares
    Change vs previous 13F -2,780 shares

    0.23% of the 13F portfolio, value $17,620,268.

    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 73,829 shares
    Change vs previous 13F +546 shares

    0.23% of the 13F portfolio, value $18,173,840.

    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 73,283 shares
    Change vs previous 13F -31 shares

    0.24% of the 13F portfolio, value $17,731,571.

    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 73,314 shares
    Change vs previous 13F -472 shares

    0.23% of the 13F portfolio, value $15,820,443.

    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 73,786 shares
    Change vs previous 13F -2,331 shares

    0.22% of the 13F portfolio, value $14,719,475.

    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 76,117 shares
    Change vs previous 13F +8,048 shares

    0.23% of the 13F portfolio, value $16,818,909.

    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 68,069 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $13,662,183.

    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).