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PINNACLE ASSOCIATES LTD: SPY position timeline

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

PINNACLE ASSOCIATES LTD held 191,109 SPY 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 191,109 shares
    Change vs previous 13F +1,017 shares

    1.56% of the 13F portfolio, value $142,714,825.

    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 190,092 shares
    Change vs previous 13F -4,903 shares

    1.59% of the 13F portfolio, value $123,624,582.

    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 194,995 shares
    Change vs previous 13F -3,989 shares

    1.71% of the 13F portfolio, value $132,971,108.

    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 198,984 shares
    Change vs previous 13F -441 shares

    1.76% of the 13F portfolio, value $132,559,153.

    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 199,425 shares
    Change vs previous 13F -4,065 shares

    1.78% of the 13F portfolio, value $123,214,950.

    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 203,490 shares
    Change vs previous 13F +94 shares

    1.67% of the 13F portfolio, value $113,830,478.

    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 203,396 shares
    Change vs previous 13F +2,364 shares

    1.62% of the 13F portfolio, value $119,206,620.

    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 201,032 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $95,552,646.

    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).