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PINNACLE ASSOCIATES LTD: WFC position timeline

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

PINNACLE ASSOCIATES LTD held 175,651 WFC 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 175,651 shares
    Change vs previous 13F -2,667 shares

    0.16% of the 13F portfolio, value $14,515,812.

    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 178,318 shares
    Change vs previous 13F -1,261 shares

    0.18% of the 13F portfolio, value $14,195,935.

    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 179,579 shares
    Change vs previous 13F -2,729 shares

    0.21% of the 13F portfolio, value $16,736,804.

    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 182,308 shares
    Change vs previous 13F -1,195 shares

    0.2% of the 13F portfolio, value $15,281,054.

    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 183,503 shares
    Change vs previous 13F -3,430 shares

    0.21% of the 13F portfolio, value $14,702,262.

    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 186,933 shares
    Change vs previous 13F +249 shares

    0.2% of the 13F portfolio, value $13,419,902.

    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 186,684 shares
    Change vs previous 13F -15,329 shares

    0.18% of the 13F portfolio, value $13,112,674.

    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 202,013 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $9,943,085.

    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).