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Disclosery

PINNACLE ASSOCIATES LTD: SU position timeline

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

PINNACLE ASSOCIATES LTD held 32,057 SU 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 32,057 shares
    Change vs previous 13F -5,393 shares

    0.02% of the 13F portfolio, value $1,720,798.

    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 37,450 shares
    Change vs previous 13F -539 shares

    0.03% of the 13F portfolio, value $2,475,793.

    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 37,989 shares
    Change vs previous 13F -3,730 shares

    0.02% of the 13F portfolio, value $1,685,174.

    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 41,719 shares
    Change vs previous 13F -1,225 shares

    0.02% of the 13F portfolio, value $1,744,255.

    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 42,944 shares
    Change vs previous 13F -1,300 shares

    0.02% of the 13F portfolio, value $1,608,238.

    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 44,244 shares
    Change vs previous 13F -150 shares

    0.03% of the 13F portfolio, value $1,713,112.

    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 44,394 shares
    Change vs previous 13F -3,125 shares

    0.02% of the 13F portfolio, value $1,583,964.

    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 47,519 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,522,496.

    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).