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PINNACLE ASSOCIATES LTD: OTIS position timeline

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

PINNACLE ASSOCIATES LTD held 18,554 OTIS 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 18,554 shares
    Change vs previous 13F +383 shares

    0.01% of the 13F portfolio, value $1,328,466.

    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 18,171 shares
    Change vs previous 13F -2,404 shares

    0.02% of the 13F portfolio, value $1,400,621.

    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 20,575 shares
    Change vs previous 13F +1,460 shares

    0.02% of the 13F portfolio, value $1,797,226.

    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 19,115 shares
    Change vs previous 13F +49 shares

    0.02% of the 13F portfolio, value $1,747,684.

    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 19,066 shares
    Change vs previous 13F -80 shares

    0.03% of the 13F portfolio, value $1,887,877.

    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 19,146 shares
    Change vs previous 13F +1,017 shares

    0.03% of the 13F portfolio, value $1,975,867.

    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 18,129 shares
    Change vs previous 13F -1,991 shares

    0.02% of the 13F portfolio, value $1,678,927.

    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 20,120 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,800,136.

    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).