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PINNACLE ASSOCIATES LTD: XLK position timeline

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

PINNACLE ASSOCIATES LTD held 44,482 XLK 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 44,482 shares
    Change vs previous 13F -349 shares

    0.09% of the 13F portfolio, value $8,474,746.

    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 44,831 shares
    Change vs previous 13F -219 shares

    0.08% of the 13F portfolio, value $5,958,071.

    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 45,050 shares
    Change vs previous 13F +22,334 shares

    0.08% of the 13F portfolio, value $6,485,821.

    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 22,716 shares
    Change vs previous 13F -347 shares

    0.08% of the 13F portfolio, value $6,402,606.

    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 23,063 shares
    Change vs previous 13F -59 shares

    0.08% of the 13F portfolio, value $5,840,210.

    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 23,122 shares
    Change vs previous 13F -1,265 shares

    0.07% of the 13F portfolio, value $4,774,234.

    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 24,387 shares
    Change vs previous 13F +1,299 shares

    0.08% of the 13F portfolio, value $5,670,486.

    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 23,088 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,444,026.

    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).