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PINNACLE ASSOCIATES LTD: TRV position timeline

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

PINNACLE ASSOCIATES LTD held 20,870 TRV 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 20,870 shares
    Change vs previous 13F +349 shares

    0.08% of the 13F portfolio, value $6,889,638.

    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 20,521 shares
    Change vs previous 13F -707 shares

    0.08% of the 13F portfolio, value $5,985,595.

    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 21,228 shares
    Change vs previous 13F +310 shares

    0.08% of the 13F portfolio, value $6,157,385.

    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 20,918 shares
    Change vs previous 13F -5 shares

    0.08% of the 13F portfolio, value $5,840,685.

    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 20,923 shares
    Change vs previous 13F +198 shares

    0.08% of the 13F portfolio, value $5,597,761.

    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 20,725 shares
    Change vs previous 13F -86 shares

    0.08% of the 13F portfolio, value $5,480,882.

    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 20,811 shares
    Change vs previous 13F +230 shares

    0.07% of the 13F portfolio, value $5,013,081.

    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 20,581 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,920,442.

    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).