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PINNACLE ASSOCIATES LTD: XAIX position timeline

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

PINNACLE ASSOCIATES LTD held 26,895 XAIX 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 26,895 shares
    Change vs previous 13F +15 shares

    0.02% of the 13F portfolio, value $1,547,786.

    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 26,880 shares
    Change vs previous 13F -470 shares

    0.01% of the 13F portfolio, value $1,072,117.

    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 27,350 shares
    Change vs previous 13F +450 shares

    0.02% of the 13F portfolio, value $1,173,389.

    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 26,900 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,116,619.

    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).