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PINNACLE ASSOCIATES LTD: VYM position timeline

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

PINNACLE ASSOCIATES LTD held 556,485 VYM 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 556,485 shares
    Change vs previous 13F +5,711 shares

    0.96% of the 13F portfolio, value $87,941,254.

    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 550,774 shares
    Change vs previous 13F +6,845 shares

    1.05% of the 13F portfolio, value $81,569,631.

    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 543,929 shares
    Change vs previous 13F +6,203 shares

    1% of the 13F portfolio, value $78,064,710.

    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 537,726 shares
    Change vs previous 13F +9,202 shares

    1.01% of the 13F portfolio, value $75,792,448.

    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 528,524 shares
    Change vs previous 13F +9,891 shares

    1.02% of the 13F portfolio, value $70,457,518.

    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 518,633 shares
    Change vs previous 13F -584 shares

    0.98% of the 13F portfolio, value $66,882,895.

    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 519,217 shares
    Change vs previous 13F +24,495 shares

    0.9% of the 13F portfolio, value $66,246,850.

    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 494,722 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $55,225,816.

    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).