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PINNACLE ASSOCIATES LTD: PRTA position timeline

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

PINNACLE ASSOCIATES LTD held 57,918 PRTA 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 57,918 shares
    Change vs previous 13F -2,744 shares

    0.01% of the 13F portfolio, value $567,017.

    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 60,662 shares
    Change vs previous 13F -2,062 shares

    0.01% of the 13F portfolio, value $589,635.

    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 62,724 shares
    Change vs previous 13F -8,537 shares

    0.01% of the 13F portfolio, value $599,014.

    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 71,261 shares
    Change vs previous 13F -2,818 shares

    0.01% of the 13F portfolio, value $695,507.

    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 74,079 shares
    Change vs previous 13F -26,180 shares

    0.01% of the 13F portfolio, value $449,660.

    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 100,259 shares
    Change vs previous 13F -2,822 shares

    0.02% of the 13F portfolio, value $1,240,705.

    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 103,081 shares
    Change vs previous 13F -22,666 shares

    0.02% of the 13F portfolio, value $1,427,672.

    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 125,747 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,569,646.

    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).