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PINNACLE ASSOCIATES LTD: CFG position timeline

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

PINNACLE ASSOCIATES LTD held 25,083 CFG 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 25,083 shares
    Change vs previous 13F +957 shares

    0.02% of the 13F portfolio, value $1,757,601.

    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 24,126 shares
    Change vs previous 13F +80 shares

    0.02% of the 13F portfolio, value $1,446,851.

    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 24,046 shares
    Change vs previous 13F +4,421 shares

    0.02% of the 13F portfolio, value $1,404,527.

    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 19,625 shares
    Change vs previous 13F -110 shares

    0.01% of the 13F portfolio, value $1,043,265.

    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 19,735 shares
    Change vs previous 13F +8,693 shares

    0.01% of the 13F portfolio, value $883,141.

    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 11,042 shares
    Change vs previous 13F -1,089 shares

    0.01% of the 13F portfolio, value $452,391.

    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 12,131 shares
    Change vs previous 13F +3,517 shares

    0.01% of the 13F portfolio, value $530,853.

    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 8,614 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $285,465.

    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).