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PINNACLE ASSOCIATES LTD: PEP position timeline

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

PINNACLE ASSOCIATES LTD held 184,500 PEP 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 184,500 shares
    Change vs previous 13F -2,216 shares

    0.27% of the 13F portfolio, value $24,981,256.

    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 186,716 shares
    Change vs previous 13F -1,925 shares

    0.37% of the 13F portfolio, value $28,995,054.

    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 188,641 shares
    Change vs previous 13F +14,333 shares

    0.35% of the 13F portfolio, value $27,073,724.

    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 174,308 shares
    Change vs previous 13F +22,115 shares

    0.32% of the 13F portfolio, value $24,479,809.

    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 152,193 shares
    Change vs previous 13F +13,517 shares

    0.29% of the 13F portfolio, value $20,095,535.

    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 138,676 shares
    Change vs previous 13F +2,492 shares

    0.3% of the 13F portfolio, value $20,793,021.

    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 136,184 shares
    Change vs previous 13F -5,043 shares

    0.28% of the 13F portfolio, value $20,708,164.

    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 141,227 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $23,986,052.

    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).