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PINNACLE ASSOCIATES LTD: SPHR position timeline

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

PINNACLE ASSOCIATES LTD held 114,045 SPHR 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 114,045 shares
    Change vs previous 13F -2,753 shares

    0.22% of the 13F portfolio, value $19,733,206.

    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 116,798 shares
    Change vs previous 13F -4,224 shares

    0.18% of the 13F portfolio, value $13,712,085.

    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 121,022 shares
    Change vs previous 13F -3,389 shares

    0.15% of the 13F portfolio, value $11,506,772.

    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 124,411 shares
    Change vs previous 13F -1,800 shares

    0.1% of the 13F portfolio, value $7,728,411.

    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 126,211 shares
    Change vs previous 13F +59,266 shares

    0.08% of the 13F portfolio, value $5,275,620.

    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 66,945 shares
    Change vs previous 13F +17,623 shares

    0.03% of the 13F portfolio, value $2,190,440.

    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 49,322 shares
    Change vs previous 13F +43,021 shares

    0.03% of the 13F portfolio, value $1,988,663.

    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 6,301 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $213,982.

    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).