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PINNACLE ASSOCIATES LTD: MTUM position timeline

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

PINNACLE ASSOCIATES LTD held 10,225 MTUM 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 10,225 shares
    Change vs previous 13F +879 shares

    0.04% of the 13F portfolio, value $3,505,504.

    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 9,346 shares
    Change vs previous 13F +504 shares

    0.03% of the 13F portfolio, value $2,242,938.

    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 8,842 shares
    Change vs previous 13F +1,544 shares

    0.03% of the 13F portfolio, value $2,213,233.

    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 7,298 shares
    Change vs previous 13F +4,078 shares

    0.02% of the 13F portfolio, value $1,871,562.

    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 3,220 shares
    Change vs previous 13F +31 shares

    0.01% of the 13F portfolio, value $773,821.

    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 3,189 shares
    Change vs previous 13F +1,239 shares

    0.01% of the 13F portfolio, value $644,584.

    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 1,950 shares
    Change vs previous 13F +387 shares

    0.01% of the 13F portfolio, value $403,485.

    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 1,563 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $245,211.

    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).