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PINNACLE ASSOCIATES LTD: BKR position timeline

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

PINNACLE ASSOCIATES LTD held 157,209 BKR 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 157,209 shares
    Change vs previous 13F -41 shares

    0.1% of the 13F portfolio, value $8,725,100.

    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 157,250 shares
    Change vs previous 13F -4,900 shares

    0.12% of the 13F portfolio, value $9,600,113.

    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 162,150 shares
    Change vs previous 13F -883 shares

    0.09% of the 13F portfolio, value $7,384,311.

    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 163,033 shares
    Change vs previous 13F -129 shares

    0.11% of the 13F portfolio, value $7,942,968.

    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 163,162 shares
    Change vs previous 13F -1,191 shares

    0.09% of the 13F portfolio, value $6,255,631.

    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 164,353 shares
    Change vs previous 13F -3,889 shares

    0.11% of the 13F portfolio, value $7,223,314.

    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 168,242 shares
    Change vs previous 13F -6,647 shares

    0.09% of the 13F portfolio, value $6,901,287.

    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 174,889 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $5,977,706.

    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).