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PINNACLE ASSOCIATES LTD: IWP position timeline

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

PINNACLE ASSOCIATES LTD held 22,443 IWP 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 22,443 shares
    Change vs previous 13F +45 shares

    0.04% of the 13F portfolio, value $3,285,939.

    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 22,398 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $2,869,632.

    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 22,398 shares
    Change vs previous 13F -350 shares

    0.04% of the 13F portfolio, value $3,067,182.

    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 22,748 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $3,239,543.

    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 22,748 shares
    Change vs previous 13F -750 shares

    0.05% of the 13F portfolio, value $3,154,701.

    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 23,498 shares
    Change vs previous 13F +195 shares

    0.04% of the 13F portfolio, value $2,760,755.

    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 23,303 shares
    Change vs previous 13F -744 shares

    0.04% of the 13F portfolio, value $2,953,629.

    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 24,047 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,511,928.

    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).