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PINNACLE ASSOCIATES LTD: QUAL position timeline

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

PINNACLE ASSOCIATES LTD held 434,127 QUAL 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 434,127 shares
    Change vs previous 13F +4,657 shares

    1.04% of the 13F portfolio, value $95,260,581.

    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 429,470 shares
    Change vs previous 13F +2,325 shares

    1.06% of the 13F portfolio, value $82,376,701.

    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 427,145 shares
    Change vs previous 13F -1,046 shares

    1.09% of the 13F portfolio, value $84,839,556.

    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 428,191 shares
    Change vs previous 13F +2,971 shares

    1.11% of the 13F portfolio, value $83,283,160.

    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 425,220 shares
    Change vs previous 13F +5,677 shares

    1.13% of the 13F portfolio, value $77,738,809.

    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 419,543 shares
    Change vs previous 13F +6,816 shares

    1.05% of the 13F portfolio, value $71,695,638.

    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 412,727 shares
    Change vs previous 13F +37,623 shares

    1% of the 13F portfolio, value $73,498,363.

    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 375,104 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $55,192,730.

    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).