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PINNACLE ASSOCIATES LTD: UPS position timeline

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

PINNACLE ASSOCIATES LTD held 18,123 UPS 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 18,123 shares
    Change vs previous 13F -1,269 shares

    0.02% of the 13F portfolio, value $1,948,276.

    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 19,392 shares
    Change vs previous 13F -1,613 shares

    0.02% of the 13F portfolio, value $1,907,817.

    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 21,005 shares
    Change vs previous 13F +545 shares

    0.03% of the 13F portfolio, value $2,083,490.

    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 20,460 shares
    Change vs previous 13F -5,878 shares

    0.02% of the 13F portfolio, value $1,709,063.

    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 26,338 shares
    Change vs previous 13F -24,220 shares

    0.04% of the 13F portfolio, value $2,658,588.

    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 50,558 shares
    Change vs previous 13F -20,420 shares

    0.08% of the 13F portfolio, value $5,560,906.

    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 70,978 shares
    Change vs previous 13F -33,753 shares

    0.12% of the 13F portfolio, value $8,950,305.

    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 104,731 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $16,466,927.

    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).