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PINNACLE ASSOCIATES LTD: D position timeline

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

PINNACLE ASSOCIATES LTD held 62,271 D 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 62,271 shares
    Change vs previous 13F +40 shares

    0.05% of the 13F portfolio, value $4,252,472.

    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 62,231 shares
    Change vs previous 13F +2,333 shares

    0.05% of the 13F portfolio, value $3,847,107.

    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 59,898 shares
    Change vs previous 13F -4,404 shares

    0.05% of the 13F portfolio, value $3,509,411.

    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 64,302 shares
    Change vs previous 13F -620 shares

    0.05% of the 13F portfolio, value $3,933,340.

    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 64,922 shares
    Change vs previous 13F +2 shares

    0.05% of the 13F portfolio, value $3,669,380.

    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 64,920 shares
    Change vs previous 13F +32,823 shares

    0.05% of the 13F portfolio, value $3,640,040.

    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 32,097 shares
    Change vs previous 13F +2,495 shares

    0.02% of the 13F portfolio, value $1,728,734.

    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 29,602 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,391,310.

    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).