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PINNACLE ASSOCIATES LTD: WERN position timeline

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

PINNACLE ASSOCIATES LTD held 198,262 WERN 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 198,262 shares
    Change vs previous 13F -16,014 shares

    0.09% of the 13F portfolio, value $8,646,216.

    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 214,276 shares
    Change vs previous 13F -22,614 shares

    0.08% of the 13F portfolio, value $6,301,865.

    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 236,890 shares
    Change vs previous 13F -11,474 shares

    0.09% of the 13F portfolio, value $7,109,076.

    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 248,364 shares
    Change vs previous 13F -8,925 shares

    0.09% of the 13F portfolio, value $6,536,947.

    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).

  5. period ended2025-06-30
    13F 257,289 shares
    Change vs previous 13F -97,910 shares

    0.1% of the 13F portfolio, value $7,039,433.

    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 355,199 shares
    Change vs previous 13F -24,975 shares

    0.15% of the 13F portfolio, value $10,407,337.

    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 380,174 shares
    Change vs previous 13F -80,279 shares

    0.19% of the 13F portfolio, value $13,655,867.

    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 460,453 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $19,509,401.

    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).