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PINNACLE ASSOCIATES LTD: XLB position timeline

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

PINNACLE ASSOCIATES LTD held 67,212 XLB 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 67,212 shares
    Change vs previous 13F -1,161 shares

    0.04% of the 13F portfolio, value $3,416,394.

    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 68,373 shares
    Change vs previous 13F +16,267 shares

    0.04% of the 13F portfolio, value $3,416,608.

    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 52,106 shares
    Change vs previous 13F +26,585 shares

    0.03% of the 13F portfolio, value $2,363,015.

    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 25,521 shares
    Change vs previous 13F +2,242 shares

    0.03% of the 13F portfolio, value $2,287,203.

    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 23,279 shares
    Change vs previous 13F +12,250 shares

    0.03% of the 13F portfolio, value $2,044,124.

    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 11,029 shares
    Change vs previous 13F -582 shares

    0.01% of the 13F portfolio, value $948,273.

    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 11,611 shares
    Change vs previous 13F +1,230 shares

    0.01% of the 13F portfolio, value $976,950.

    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 10,381 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $887,991.

    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).