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PINNACLE ASSOCIATES LTD: RJF position timeline

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

PINNACLE ASSOCIATES LTD held 98,433 RJF 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 98,433 shares
    Change vs previous 13F -4,874 shares

    0.16% of the 13F portfolio, value $14,964,780.

    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 103,307 shares
    Change vs previous 13F -12,523 shares

    0.19% of the 13F portfolio, value $14,957,831.

    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 115,830 shares
    Change vs previous 13F -7,745 shares

    0.24% of the 13F portfolio, value $18,601,151.

    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 123,575 shares
    Change vs previous 13F -10,211 shares

    0.28% of the 13F portfolio, value $21,329,057.

    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 133,786 shares
    Change vs previous 13F -45,706 shares

    0.3% of the 13F portfolio, value $20,518,770.

    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 179,492 shares
    Change vs previous 13F -6,193 shares

    0.37% of the 13F portfolio, value $24,933,193.

    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 185,685 shares
    Change vs previous 13F -40,657 shares

    0.39% of the 13F portfolio, value $28,842,518.

    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 226,342 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $25,237,166.

    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).