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PINNACLE ASSOCIATES LTD: IWO position timeline

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

PINNACLE ASSOCIATES LTD held 12,712 IWO 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 12,712 shares
    Change vs previous 13F -76 shares

    0.05% of the 13F portfolio, value $5,007,867.

    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 12,788 shares
    Change vs previous 13F -165 shares

    0.05% of the 13F portfolio, value $4,013,111.

    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 12,953 shares
    Change vs previous 13F +147 shares

    0.05% of the 13F portfolio, value $4,184,039.

    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 12,806 shares
    Change vs previous 13F -249 shares

    0.05% of the 13F portfolio, value $4,098,350.

    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 13,055 shares
    Change vs previous 13F -34 shares

    0.05% of the 13F portfolio, value $3,732,036.

    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 13,089 shares
    Change vs previous 13F -3,806 shares

    0.05% of the 13F portfolio, value $3,344,680.

    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 16,895 shares
    Change vs previous 13F +169 shares

    0.07% of the 13F portfolio, value $4,862,671.

    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 16,726 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,218,558.

    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).