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Disclosery

Apriem Advisors: PFE position timeline

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

Apriem Advisors held 61,465 PFE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,465 shares
    Change vs previous 13F +3,313 shares

    0.13% of the 13F portfolio, value $1,480,084.

    13F-HR 0001172661-26-003521 filed by Apriem Advisors
    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 58,152 shares
    Change vs previous 13F -1,812 shares

    0.16% of the 13F portfolio, value $1,632,899.

    13F-HR 0001172661-26-002007 filed by Apriem Advisors
    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 59,964 shares
    Change vs previous 13F +3,489 shares

    0.14% of the 13F portfolio, value $1,493,107.

    13F-HR 0001172661-26-000785 filed by Apriem Advisors
    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 56,475 shares
    Change vs previous 13F -113 shares

    0.14% of the 13F portfolio, value $1,438,972.

    13F-HR 0001172661-25-004676 filed by Apriem Advisors
    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 56,588 shares
    Change vs previous 13F -2,078 shares

    0.15% of the 13F portfolio, value $1,371,709.

    13F-HR 0001172661-25-003301 filed by Apriem Advisors
    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 58,666 shares
    Change vs previous 13F +2,769 shares

    0.17% of the 13F portfolio, value $1,486,597.

    13F-HR 0001172661-25-002047 filed by Apriem Advisors
    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 55,897 shares
    Change vs previous 13F -2,803 shares

    0.17% of the 13F portfolio, value $1,482,942.

    13F-HR 0001172661-25-000495 filed by Apriem Advisors
    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 58,700 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,698,766.

    13F-HR 0001172661-24-004892 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

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