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PINNACLE ASSOCIATES LTD: IXUS position timeline

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

PINNACLE ASSOCIATES LTD held 54,147 IXUS 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 54,147 shares
    Change vs previous 13F +10,347 shares

    0.06% of the 13F portfolio, value $5,167,790.

    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 43,800 shares
    Change vs previous 13F +321 shares

    0.05% of the 13F portfolio, value $3,794,832.

    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 43,479 shares
    Change vs previous 13F -1,163 shares

    0.05% of the 13F portfolio, value $3,680,063.

    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 44,642 shares
    Change vs previous 13F +383 shares

    0.05% of the 13F portfolio, value $3,686,536.

    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 44,259 shares
    Change vs previous 13F -3,741 shares

    0.05% of the 13F portfolio, value $3,421,663.

    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 48,000 shares
    Change vs previous 13F +6,335 shares

    0.05% of the 13F portfolio, value $3,350,880.

    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 41,665 shares
    Change vs previous 13F +1,939 shares

    0.04% of the 13F portfolio, value $2,755,723.

    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 39,726 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,579,409.

    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).