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PINNACLE ASSOCIATES LTD: DFAE position timeline

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

PINNACLE ASSOCIATES LTD held 179,163 DFAE 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 179,163 shares
    Change vs previous 13F -8,630 shares

    0.08% of the 13F portfolio, value $7,204,136.

    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 187,793 shares
    Change vs previous 13F -28,780 shares

    0.08% of the 13F portfolio, value $6,358,671.

    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 216,573 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $7,053,783.

    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 216,573 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $6,828,547.

    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 216,573 shares
    Change vs previous 13F +7,242 shares

    0.09% of the 13F portfolio, value $6,269,788.

    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 209,331 shares
    Change vs previous 13F +1,181 shares

    0.08% of the 13F portfolio, value $5,419,580.

    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 208,150 shares
    Change vs previous 13F -7,330 shares

    0.07% of the 13F portfolio, value $5,280,766.

    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 215,480 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $5,195,223.

    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).