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PINNACLE ASSOCIATES LTD: SDY position timeline

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

PINNACLE ASSOCIATES LTD held 7,813 SDY 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 7,813 shares
    Change vs previous 13F -740 shares

    0.01% of the 13F portfolio, value $1,189,026.

    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 8,553 shares
    Change vs previous 13F -621 shares

    0.02% of the 13F portfolio, value $1,248,221.

    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 9,174 shares
    Change vs previous 13F -255 shares

    0.02% of the 13F portfolio, value $1,276,652.

    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 9,429 shares
    Change vs previous 13F -476 shares

    0.02% of the 13F portfolio, value $1,320,558.

    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 9,905 shares
    Change vs previous 13F +1,356 shares

    0.02% of the 13F portfolio, value $1,344,416.

    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 8,549 shares
    Change vs previous 13F -226 shares

    0.02% of the 13F portfolio, value $1,159,876.

    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 8,775 shares
    Change vs previous 13F -1,352 shares

    0.02% of the 13F portfolio, value $1,159,194.

    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 10,127 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,265,601.

    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).