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PINNACLE ASSOCIATES LTD: HELO position timeline

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

PINNACLE ASSOCIATES LTD held 380,100 HELO 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 380,100 shares
    Change vs previous 13F +142,540 shares

    0.28% of the 13F portfolio, value $25,687,171.

    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 237,560 shares
    Change vs previous 13F +121,757 shares

    0.2% of the 13F portfolio, value $15,182,437.

    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 115,803 shares
    Change vs previous 13F +40,181 shares

    0.1% of the 13F portfolio, value $7,692,821.

    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 75,622 shares
    Change vs previous 13F +27,832 shares

    0.07% of the 13F portfolio, value $4,915,439.

    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 47,790 shares
    Change vs previous 13F +37,740 shares

    0.04% of the 13F portfolio, value $2,990,669.

    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 10,050 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $599,791.

    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).