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Disclosery

PINNACLE ASSOCIATES LTD: SW position timeline

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

PINNACLE ASSOCIATES LTD held 32,354 SW 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 32,354 shares
    Change vs previous 13F -9,694 shares

    0.02% of the 13F portfolio, value $1,496,696.

    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 42,048 shares
    Change vs previous 13F -590 shares

    0.02% of the 13F portfolio, value $1,675,613.

    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 42,638 shares
    Change vs previous 13F +4,100 shares

    0.02% of the 13F portfolio, value $1,648,811.

    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 38,538 shares
    Change vs previous 13F -756 shares

    0.02% of the 13F portfolio, value $1,640,563.

    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 39,294 shares
    Change vs previous 13F -4,946 shares

    0.02% of the 13F portfolio, value $1,695,536.

    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 44,240 shares
    Change vs previous 13F -299 shares

    0.03% of the 13F portfolio, value $1,993,454.

    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 44,539 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,398,871.

    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).