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PINNACLE ASSOCIATES LTD: APO position timeline

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

PINNACLE ASSOCIATES LTD held 14,232 APO 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 14,232 shares
    Change vs previous 13F -1,407 shares

    0.02% of the 13F portfolio, value $1,683,736.

    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 15,639 shares
    Change vs previous 13F -3,567 shares

    0.02% of the 13F portfolio, value $1,742,449.

    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 19,206 shares
    Change vs previous 13F +8,992 shares

    0.04% of the 13F portfolio, value $2,780,263.

    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 10,214 shares
    Change vs previous 13F +7,732 shares

    0.02% of the 13F portfolio, value $1,361,190.

    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 2,482 shares
    Change vs previous 13F -1,498 shares

    0.01% of the 13F portfolio, value $352,121.

    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 3,980 shares
    Change vs previous 13F +372 shares

    0.01% of the 13F portfolio, value $545,021.

    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 3,608 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $595,897.

    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).