PINNACLE ASSOCIATES LTD WWR — WESTWATER RES INC

Ownership history in PINNACLE ASSOCIATES LTD  ·  15 quarters on record

AI Ownership Summary

PINNACLE ASSOCIATES LTD reported WESTWATER RES INC (WWR) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows WWR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WWR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PINNACLE ASSOCIATES LTD's position in WESTWATER RES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WWR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WWR stock page PINNACLE ASSOCIATES LTD fund profile PINNACLE ASSOCIATES LTD full holdings
How PINNACLE ASSOCIATES LTD held WWR — position size vs. price
% of Fund (quarterly)    WWR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 85,900 — 0% 0.00% $56K 2026-04-22 $0.71
2025 Q4 REDUCED 35.3% -13.3% ✅ 85,900 -46,800 -35.3% 0.00% $64K 2026-02-05 $0.90
2025 Q3 REDUCED — — — 132,700 -4,800 -3.5% 0.00% $126K 2025-11-13 $1.01
2025 Q2 ADDED — — — 137,500 +3,600 +2.7% 0.00% $83K 2025-08-04 $0.77
2025 Q1 ADDED — — — 133,900 +46,400 +53.0% 0.00% $74K 2025-05-06 $0.48
2024 Q4 ADDED — — — 87,500 +75,000 +600.0% 0.00% $62K 2025-02-14 $0.85
2024 Q3 UNCHANGED — — — 12,500 — 0% 0.00% $7K 2024-10-25 $0.61
2024 Q2 UNCHANGED — — — 12,500 — 0% 0.00% $6K 2024-07-30 $0.51
2024 Q1 UNCHANGED — — — 12,500 — 0% 0.00% $6K 2024-04-26 $0.44
2023 Q4 UNCHANGED — — — 12,500 — 0% 0.00% $7K 2024-01-19 $0.51
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WWR

As of 2026 Q1 — sorted by position size

CRA Financial Services, LLC 3Y 7Y 0.0% Welch Group, LLC 3Y 7Y 0.0% IFP Advisors, Inc 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About PINNACLE ASSOCIATES LTD and WWR

These are the practical questions this page is built to answer before you even open the full history table.

How long has PINNACLE ASSOCIATES LTD reported owning WWR?

PINNACLE ASSOCIATES LTD reported WWR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported WWR position in PINNACLE ASSOCIATES LTD's portfolio?

The largest reported portfolio weight for WWR was 0.00% in 2025 Q3.

What is the latest reported WWR position on this page?

The most recent filing on this page is 2026 Q1, when PINNACLE ASSOCIATES LTD reported 85,900 shares, equal to 0.00% of portfolio, with an estimated market value of $56K.

What does the chart on this WWR ownership page compare?

The chart compares PINNACLE ASSOCIATES LTD's quarterly WWR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PINNACLE ASSOCIATES LTD time their WWR position?

Based on 13F filing dates vs. subsequent WWR price moves, PINNACLE ASSOCIATES LTD correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on WWR relative to SPY over the holding period was -19.0%.

← Back to PINNACLE ASSOCIATES LTD Holdings