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PINNACLE ASSOCIATES LTD: VTV position timeline

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

PINNACLE ASSOCIATES LTD held 48,824 VTV 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 48,824 shares
    Change vs previous 13F +9 shares

    0.12% of the 13F portfolio, value $10,640,197.

    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 48,815 shares
    Change vs previous 13F +250 shares

    0.12% of the 13F portfolio, value $9,577,412.

    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 48,565 shares
    Change vs previous 13F -27 shares

    0.12% of the 13F portfolio, value $9,275,455.

    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 48,592 shares
    Change vs previous 13F -2,113 shares

    0.12% of the 13F portfolio, value $9,062,013.

    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 50,705 shares
    Change vs previous 13F -1,080 shares

    0.13% of the 13F portfolio, value $8,961,614.

    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 51,785 shares
    Change vs previous 13F +1,685 shares

    0.13% of the 13F portfolio, value $8,945,353.

    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 50,100 shares
    Change vs previous 13F +55 shares

    0.12% of the 13F portfolio, value $8,481,881.

    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 50,045 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $7,481,671.

    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).