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PINNACLE ASSOCIATES LTD: DFSV position timeline

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

PINNACLE ASSOCIATES LTD held 312,283 DFSV 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 312,283 shares
    Change vs previous 13F -6,381 shares

    0.13% of the 13F portfolio, value $12,113,458.

    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 318,664 shares
    Change vs previous 13F -9,900 shares

    0.14% of the 13F portfolio, value $11,165,987.

    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 328,564 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $10,806,470.

    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 328,564 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $10,461,478.

    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 328,564 shares
    Change vs previous 13F +7,256 shares

    0.14% of the 13F portfolio, value $9,669,639.

    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 321,308 shares
    Change vs previous 13F +15,097 shares

    0.13% of the 13F portfolio, value $9,044,820.

    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 306,211 shares
    Change vs previous 13F +4,913 shares

    0.13% of the 13F portfolio, value $9,425,175.

    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 301,298 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $8,773,798.

    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).