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PINNACLE ASSOCIATES LTD: CASS position timeline

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

PINNACLE ASSOCIATES LTD held 67,198 CASS 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 67,198 shares
    Change vs previous 13F +640 shares

    0.04% of the 13F portfolio, value $3,448,601.

    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 66,558 shares
    Change vs previous 13F +6,684 shares

    0.04% of the 13F portfolio, value $2,929,883.

    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 59,874 shares
    Change vs previous 13F -8,780 shares

    0.03% of the 13F portfolio, value $2,485,968.

    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 68,654 shares
    Change vs previous 13F -10,574 shares

    0.04% of the 13F portfolio, value $2,700,162.

    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 79,228 shares
    Change vs previous 13F +4,400 shares

    0.05% of the 13F portfolio, value $3,442,457.

    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 74,828 shares
    Change vs previous 13F +21,807 shares

    0.05% of the 13F portfolio, value $3,236,311.

    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 53,021 shares
    Change vs previous 13F -12,769 shares

    0.03% of the 13F portfolio, value $2,169,089.

    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 65,790 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,963,840.

    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).