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PINNACLE ASSOCIATES LTD: AEIS position timeline

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

PINNACLE ASSOCIATES LTD held 73,912 AEIS 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 73,912 shares
    Change vs previous 13F -5,720 shares

    0.3% of the 13F portfolio, value $27,559,488.

    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 79,632 shares
    Change vs previous 13F -9,936 shares

    0.33% of the 13F portfolio, value $25,697,974.

    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 89,568 shares
    Change vs previous 13F -5,862 shares

    0.24% of the 13F portfolio, value $18,752,807.

    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 95,430 shares
    Change vs previous 13F -4,410 shares

    0.22% of the 13F portfolio, value $16,236,424.

    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 99,840 shares
    Change vs previous 13F -37,020 shares

    0.19% of the 13F portfolio, value $13,228,772.

    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 136,860 shares
    Change vs previous 13F -6,630 shares

    0.19% of the 13F portfolio, value $13,044,106.

    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 143,490 shares
    Change vs previous 13F -33,193 shares

    0.23% of the 13F portfolio, value $16,591,716.

    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 176,683 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $19,244,353.

    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).