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PINNACLE ASSOCIATES LTD: FORM position timeline

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

PINNACLE ASSOCIATES LTD held 176,497 FORM 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 176,497 shares
    Change vs previous 13F -13,065 shares

    0.31% of the 13F portfolio, value $28,227,165.

    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 189,562 shares
    Change vs previous 13F -50,216 shares

    0.24% of the 13F portfolio, value $18,385,618.

    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 239,778 shares
    Change vs previous 13F -16,419 shares

    0.17% of the 13F portfolio, value $13,374,817.

    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 256,197 shares
    Change vs previous 13F -11,321 shares

    0.12% of the 13F portfolio, value $9,330,695.

    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 267,518 shares
    Change vs previous 13F -107,300 shares

    0.13% of the 13F portfolio, value $9,205,294.

    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 374,818 shares
    Change vs previous 13F -14,886 shares

    0.16% of the 13F portfolio, value $10,603,601.

    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 389,704 shares
    Change vs previous 13F +17,326 shares

    0.23% of the 13F portfolio, value $17,146,976.

    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 372,378 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $15,531,886.

    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).