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PINNACLE ASSOCIATES LTD: SCHB position timeline

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

PINNACLE ASSOCIATES LTD held 83,546 SCHB 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 83,546 shares
    Change vs previous 13F -3,260 shares

    0.03% of the 13F portfolio, value $2,419,493.

    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 86,806 shares
    Change vs previous 13F +2,768 shares

    0.03% of the 13F portfolio, value $2,178,828.

    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 84,038 shares
    Change vs previous 13F +289 shares

    0.03% of the 13F portfolio, value $2,204,308.

    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 83,749 shares
    Change vs previous 13F +1,082 shares

    0.03% of the 13F portfolio, value $2,153,191.

    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 82,667 shares
    Change vs previous 13F -7,085 shares

    0.03% of the 13F portfolio, value $1,969,951.

    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 89,752 shares
    Change vs previous 13F -2,649 shares

    0.03% of the 13F portfolio, value $1,932,350.

    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 92,401 shares
    Change vs previous 13F +58,205 shares

    0.03% of the 13F portfolio, value $2,097,505.

    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 34,196 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,903,682.

    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).