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AE Wealth Management LLC: PFE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on PFE, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 1,883,141 PFE 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 1,883,141 shares
    Change vs previous 13F +217,460 shares

    0.21% of the 13F portfolio, value $45,346,030.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    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 1,665,681 shares
    Change vs previous 13F +211,119 shares

    0.25% of the 13F portfolio, value $46,772,330.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    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 1,454,562 shares
    Change vs previous 13F +216,102 shares

    0.21% of the 13F portfolio, value $36,218,506.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    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 1,238,460 shares
    Change vs previous 13F +65,682 shares

    0.2% of the 13F portfolio, value $31,555,909.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    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 1,172,778 shares
    Change vs previous 13F +195,961 shares

    0.21% of the 13F portfolio, value $28,428,169.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    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 976,817 shares
    Change vs previous 13F -80,691 shares

    0.21% of the 13F portfolio, value $24,752,593.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    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 1,057,508 shares
    Change vs previous 13F +127,058 shares

    0.24% of the 13F portfolio, value $28,055,632.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    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 930,450 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $26,927,207.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).