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Disclosery

PINNACLE ASSOCIATES LTD: URI position timeline

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

PINNACLE ASSOCIATES LTD held 3,065 URI 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 3,065 shares
    Change vs previous 13F -140 shares

    0.04% of the 13F portfolio, value $3,472,206.

    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 3,205 shares
    Change vs previous 13F -33 shares

    0.03% of the 13F portfolio, value $2,334,969.

    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 3,238 shares
    Change vs previous 13F -41 shares

    0.03% of the 13F portfolio, value $2,620,505.

    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 3,279 shares
    Change vs previous 13F -7 shares

    0.04% of the 13F portfolio, value $3,130,244.

    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 3,286 shares
    Change vs previous 13F -118 shares

    0.04% of the 13F portfolio, value $2,475,386.

    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 3,404 shares
    Change vs previous 13F -40 shares

    0.03% of the 13F portfolio, value $2,133,531.

    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 3,444 shares
    Change vs previous 13F -2,969 shares

    0.03% of the 13F portfolio, value $2,425,979.

    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 6,413 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,677,497.

    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).