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PINNACLE ASSOCIATES LTD: XLC position timeline

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

PINNACLE ASSOCIATES LTD held 120,657 XLC 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 120,657 shares
    Change vs previous 13F -445 shares

    0.14% of the 13F portfolio, value $12,926,014.

    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 121,102 shares
    Change vs previous 13F -1,904 shares

    0.17% of the 13F portfolio, value $13,425,395.

    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 123,006 shares
    Change vs previous 13F +84 shares

    0.19% of the 13F portfolio, value $14,480,219.

    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 122,922 shares
    Change vs previous 13F +430 shares

    0.19% of the 13F portfolio, value $14,550,319.

    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 122,492 shares
    Change vs previous 13F +65 shares

    0.19% of the 13F portfolio, value $13,294,095.

    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 122,427 shares
    Change vs previous 13F +1,801 shares

    0.17% of the 13F portfolio, value $11,808,084.

    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 120,626 shares
    Change vs previous 13F +31,095 shares

    0.16% of the 13F portfolio, value $11,677,803.

    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 89,531 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $6,505,322.

    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).