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PINNACLE ASSOCIATES LTD: UNIT position timeline

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

PINNACLE ASSOCIATES LTD held 683,800 UNIT 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 683,800 shares
    Change vs previous 13F -29,201 shares

    0.09% of the 13F portfolio, value $7,843,181.

    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 713,001 shares
    Change vs previous 13F -57,103 shares

    0.09% of the 13F portfolio, value $6,687,946.

    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 770,104 shares
    Change vs previous 13F -28,744 shares

    0.07% of the 13F portfolio, value $5,398,426.

    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 798,848 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,888,947.

    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).