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PINNACLE ASSOCIATES LTD: IP position timeline

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

PINNACLE ASSOCIATES LTD held 8,895 IP 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 8,895 shares
    Change vs previous 13F +8,895 shares

    <0.01% of the 13F portfolio, value $338,885.

    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 0 shares
    Change vs previous 13F -5,329 shares

    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).

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

  3. period ended2025-12-31
    13F 5,329 shares
    Change vs previous 13F -1,103 shares

    <0.01% of the 13F portfolio, value $209,906.

    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 6,432 shares
    Change vs previous 13F -42 shares

    <0.01% of the 13F portfolio, value $298,445.

    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 6,474 shares
    Change vs previous 13F -310 shares

    <0.01% of the 13F portfolio, value $303,193.

    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 6,784 shares
    Change vs previous 13F +349 shares

    0.01% of the 13F portfolio, value $361,926.

    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 6,435 shares
    Change vs previous 13F -170 shares

    <0.01% of the 13F portfolio, value $346,330.

    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 6,605 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $238,780.

    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).