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PINNACLE ASSOCIATES LTD: OEF position timeline

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

PINNACLE ASSOCIATES LTD held 5,084 OEF 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 5,084 shares
    Change vs previous 13F -43 shares

    0.02% of the 13F portfolio, value $1,860,119.

    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 5,127 shares
    Change vs previous 13F -24 shares

    0.02% of the 13F portfolio, value $1,630,776.

    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 5,151 shares
    Change vs previous 13F -8 shares

    0.02% of the 13F portfolio, value $1,766,672.

    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 5,159 shares
    Change vs previous 13F -349 shares

    0.02% of the 13F portfolio, value $1,717,154.

    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 5,508 shares
    Change vs previous 13F -60 shares

    0.02% of the 13F portfolio, value $1,676,390.

    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 5,568 shares
    Change vs previous 13F +225 shares

    0.02% of the 13F portfolio, value $1,508,008.

    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 5,343 shares
    Change vs previous 13F -518 shares

    0.02% of the 13F portfolio, value $1,543,326.

    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 5,861 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,309,289.

    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).