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PINNACLE ASSOCIATES LTD: EPD position timeline

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

PINNACLE ASSOCIATES LTD held 92,609 EPD 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 92,609 shares
    Change vs previous 13F +18 shares

    0.04% of the 13F portfolio, value $3,404,309.

    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 92,591 shares
    Change vs previous 13F -981 shares

    0.05% of the 13F portfolio, value $3,503,645.

    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 93,572 shares
    Change vs previous 13F +21 shares

    0.04% of the 13F portfolio, value $2,999,923.

    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 93,551 shares
    Change vs previous 13F +52 shares

    0.04% of the 13F portfolio, value $2,925,349.

    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 93,499 shares
    Change vs previous 13F -227 shares

    0.04% of the 13F portfolio, value $2,899,406.

    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 93,726 shares
    Change vs previous 13F -434 shares

    0.05% of the 13F portfolio, value $3,199,813.

    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 94,160 shares
    Change vs previous 13F -38,536 shares

    0.04% of the 13F portfolio, value $2,952,857.

    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 132,696 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,496,533.

    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).