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PINNACLE ASSOCIATES LTD: XLF position timeline

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

PINNACLE ASSOCIATES LTD held 51,816 XLF 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 51,816 shares
    Change vs previous 13F -3,235 shares

    0.03% of the 13F portfolio, value $2,777,867.

    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 55,051 shares
    Change vs previous 13F +842 shares

    0.03% of the 13F portfolio, value $2,717,856.

    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 54,209 shares
    Change vs previous 13F +1,311 shares

    0.04% of the 13F portfolio, value $2,969,032.

    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 52,898 shares
    Change vs previous 13F +8,439 shares

    0.04% of the 13F portfolio, value $2,849,630.

    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 44,459 shares
    Change vs previous 13F +278 shares

    0.03% of the 13F portfolio, value $2,328,322.

    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 44,181 shares
    Change vs previous 13F +3,097 shares

    0.03% of the 13F portfolio, value $2,200,654.

    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 41,084 shares
    Change vs previous 13F +1,926 shares

    0.03% of the 13F portfolio, value $1,985,585.

    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 39,158 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,472,350.

    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).