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PINNACLE ASSOCIATES LTD: UFI position timeline

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

PINNACLE ASSOCIATES LTD held 1,019,624 UFI 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 1,019,624 shares
    Change vs previous 13F +164,182 shares

    0.05% of the 13F portfolio, value $4,843,214.

    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 855,442 shares
    Change vs previous 13F +13,165 shares

    0.04% of the 13F portfolio, value $3,053,928.

    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 842,277 shares
    Change vs previous 13F -116,689 shares

    0.04% of the 13F portfolio, value $2,947,970.

    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 958,966 shares
    Change vs previous 13F -15,707 shares

    0.06% of the 13F portfolio, value $4,564,678.

    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 974,673 shares
    Change vs previous 13F -29,891 shares

    0.07% of the 13F portfolio, value $5,087,793.

    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 1,004,564 shares
    Change vs previous 13F +46,401 shares

    0.07% of the 13F portfolio, value $4,831,953.

    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 958,163 shares
    Change vs previous 13F +164,366 shares

    0.08% of the 13F portfolio, value $5,988,519.

    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 793,797 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $5,286,688.

    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).