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Allworth Financial LP: PFE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allworth Financial LP on PFE, newest first. How the timeline and the estimate are built.

Allworth Financial LP held 360,280 PFE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 360,280 shares
    Change vs previous 13F -124,640 shares

    0.04% of the 13F portfolio, value $8,675,541.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 484,920 shares
    Change vs previous 13F +128,326 shares

    0.06% of the 13F portfolio, value $13,616,541.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 356,594 shares
    Change vs previous 13F +139,204 shares

    0.04% of the 13F portfolio, value $8,879,174.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 217,390 shares
    Change vs previous 13F -1,059 shares

    0.02% of the 13F portfolio, value $5,539,108.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 218,449 shares
    Change vs previous 13F +66,209 shares

    0.03% of the 13F portfolio, value $5,295,205.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 152,240 shares
    Change vs previous 13F +19,308 shares

    0.02% of the 13F portfolio, value $3,468,025.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 132,932 shares
    Change vs previous 13F +15,177 shares

    0.02% of the 13F portfolio, value $3,457,563.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 117,755 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,407,823.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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