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PINNACLE ASSOCIATES LTD: USFR position timeline

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

PINNACLE ASSOCIATES LTD held 78,103 USFR 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 78,103 shares
    Change vs previous 13F -10,424 shares

    0.04% of the 13F portfolio, value $3,932,473.

    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 88,527 shares
    Change vs previous 13F +26,556 shares

    0.06% of the 13F portfolio, value $4,456,431.

    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 61,971 shares
    Change vs previous 13F +8,065 shares

    0.04% of the 13F portfolio, value $3,118,357.

    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 53,906 shares
    Change vs previous 13F +13,282 shares

    0.04% of the 13F portfolio, value $2,709,837.

    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 40,624 shares
    Change vs previous 13F -1,386 shares

    0.03% of the 13F portfolio, value $2,043,793.

    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 42,010 shares
    Change vs previous 13F -2,620 shares

    0.03% of the 13F portfolio, value $2,114,363.

    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 44,630 shares
    Change vs previous 13F +38,286 shares

    0.03% of the 13F portfolio, value $2,245,782.

    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 6,344 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $318,723.

    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).