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PINNACLE ASSOCIATES LTD: KKR position timeline

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

PINNACLE ASSOCIATES LTD held 74,854 KKR 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 74,854 shares
    Change vs previous 13F +2,968 shares

    0.08% of the 13F portfolio, value $6,870,084.

    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 71,886 shares
    Change vs previous 13F -2,121 shares

    0.09% of the 13F portfolio, value $6,649,432.

    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 74,007 shares
    Change vs previous 13F -1,183 shares

    0.12% of the 13F portfolio, value $9,434,371.

    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 75,190 shares
    Change vs previous 13F -943 shares

    0.13% of the 13F portfolio, value $9,770,882.

    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 76,133 shares
    Change vs previous 13F +50,386 shares

    0.15% of the 13F portfolio, value $10,127,941.

    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 25,747 shares
    Change vs previous 13F +6,602 shares

    0.04% of the 13F portfolio, value $2,976,564.

    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 19,145 shares
    Change vs previous 13F -281 shares

    0.04% of the 13F portfolio, value $2,831,677.

    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 19,426 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,609,455.

    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).