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Disclosery

PINNACLE ASSOCIATES LTD: WM position timeline

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

PINNACLE ASSOCIATES LTD held 68,800 WM 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 68,800 shares
    Change vs previous 13F -4,414 shares

    0.17% of the 13F portfolio, value $15,334,162.

    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 73,214 shares
    Change vs previous 13F -2,320 shares

    0.22% of the 13F portfolio, value $16,823,795.

    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 75,534 shares
    Change vs previous 13F +2,850 shares

    0.21% of the 13F portfolio, value $16,595,595.

    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 72,684 shares
    Change vs previous 13F -230 shares

    0.21% of the 13F portfolio, value $16,050,865.

    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 72,914 shares
    Change vs previous 13F -307 shares

    0.24% of the 13F portfolio, value $16,684,146.

    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 73,221 shares
    Change vs previous 13F +302 shares

    0.25% of the 13F portfolio, value $16,951,449.

    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 72,919 shares
    Change vs previous 13F +1,840 shares

    0.2% of the 13F portfolio, value $14,714,340.

    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 71,079 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $12,730,249.

    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).