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Disclosery

PINNACLE ASSOCIATES LTD: FERG position timeline

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

PINNACLE ASSOCIATES LTD held 1,101 FERG 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 1,101 shares
    Change vs previous 13F +200 shares

    <0.01% of the 13F portfolio, value $261,305.

    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 901 shares
    Change vs previous 13F -434 shares

    <0.01% of the 13F portfolio, value $210,137.

    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 1,335 shares
    Change vs previous 13F -14 shares

    <0.01% of the 13F portfolio, value $297,207.

    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 1,349 shares
    Change vs previous 13F +1,349 shares

    <0.01% of the 13F portfolio, value $302,954.

    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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -1,505 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 1,505 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $261,223.

    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).