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PINNACLE ASSOCIATES LTD: HLIO position timeline

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

PINNACLE ASSOCIATES LTD held 28,763 HLIO 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 28,763 shares
    Change vs previous 13F +377 shares

    0.03% of the 13F portfolio, value $2,567,098.

    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 28,386 shares
    Change vs previous 13F +1,979 shares

    0.02% of the 13F portfolio, value $1,836,858.

    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 26,407 shares
    Change vs previous 13F +12 shares

    0.02% of the 13F portfolio, value $1,412,510.

    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 26,395 shares
    Change vs previous 13F -5,531 shares

    0.02% of the 13F portfolio, value $1,375,971.

    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 31,926 shares
    Change vs previous 13F +14,184 shares

    0.02% of the 13F portfolio, value $1,065,371.

    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 17,742 shares
    Change vs previous 13F +6,325 shares

    0.01% of the 13F portfolio, value $569,341.

    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 11,417 shares
    Change vs previous 13F -8,025 shares

    0.01% of the 13F portfolio, value $509,655.

    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 19,442 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $881,695.

    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).