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PINNACLE ASSOCIATES LTD: TD position timeline

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

PINNACLE ASSOCIATES LTD held 29,507 TD 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 29,507 shares
    Change vs previous 13F +585 shares

    0.04% of the 13F portfolio, value $3,583,035.

    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 28,922 shares
    Change vs previous 13F +700 shares

    0.03% of the 13F portfolio, value $2,698,712.

    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 28,222 shares
    Change vs previous 13F +4,560 shares

    0.03% of the 13F portfolio, value $2,658,512.

    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 23,662 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $1,891,777.

    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 23,662 shares
    Change vs previous 13F -452 shares

    0.03% of the 13F portfolio, value $1,737,974.

    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 24,114 shares
    Change vs previous 13F -45 shares

    0.02% of the 13F portfolio, value $1,445,393.

    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 24,159 shares
    Change vs previous 13F -2,281 shares

    0.02% of the 13F portfolio, value $1,286,225.

    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 26,440 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,708,553.

    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).