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PINNACLE ASSOCIATES LTD: XLY position timeline

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

PINNACLE ASSOCIATES LTD held 61,606 XLY 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 61,606 shares
    Change vs previous 13F -342 shares

    0.08% of the 13F portfolio, value $7,225,149.

    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 61,948 shares
    Change vs previous 13F -405 shares

    0.09% of the 13F portfolio, value $6,751,098.

    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 62,353 shares
    Change vs previous 13F +30,762 shares

    0.1% of the 13F portfolio, value $7,445,590.

    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 31,591 shares
    Change vs previous 13F -129 shares

    0.1% of the 13F portfolio, value $7,570,462.

    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 31,720 shares
    Change vs previous 13F -508 shares

    0.1% of the 13F portfolio, value $6,893,794.

    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 32,228 shares
    Change vs previous 13F -3 shares

    0.09% of the 13F portfolio, value $6,363,673.

    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 32,231 shares
    Change vs previous 13F -1,113 shares

    0.1% of the 13F portfolio, value $7,231,112.

    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 33,344 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $5,962,301.

    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).