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PINNACLE ASSOCIATES LTD: ORCL position timeline

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

PINNACLE ASSOCIATES LTD held 226,542 ORCL 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 226,542 shares
    Change vs previous 13F +3,459 shares

    0.36% of the 13F portfolio, value $33,199,705.

    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 223,083 shares
    Change vs previous 13F -553 shares

    0.42% of the 13F portfolio, value $32,817,776.

    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 223,636 shares
    Change vs previous 13F -11,757 shares

    0.56% of the 13F portfolio, value $43,588,850.

    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 235,393 shares
    Change vs previous 13F -1,686 shares

    0.88% of the 13F portfolio, value $66,201,877.

    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 237,079 shares
    Change vs previous 13F -41 shares

    0.75% of the 13F portfolio, value $51,832,670.

    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 237,120 shares
    Change vs previous 13F +14,612 shares

    0.49% of the 13F portfolio, value $33,151,762.

    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 222,508 shares
    Change vs previous 13F +1,242 shares

    0.5% of the 13F portfolio, value $37,078,695.

    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 221,266 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $23,328,041.

    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).