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Aptus Capital Advisors, LLC: PFE position timeline

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

Aptus Capital Advisors, LLC held 365,411 PFE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 365,411 shares
    Change vs previous 13F +6,565 shares

    0.06% of the 13F portfolio, value $8,799,089.

    13F-HR 0001398344-26-014189 filed by Aptus Capital Advisors, 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 358,846 shares
    Change vs previous 13F +206,642 shares

    0.08% of the 13F portfolio, value $10,076,410.

    13F-HR 0001398344-26-008931 filed by Aptus Capital Advisors, 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 152,204 shares
    Change vs previous 13F -10,942 shares

    0.03% of the 13F portfolio, value $3,789,890.

    13F-HR 0001398344-26-003004 filed by Aptus Capital Advisors, 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 163,146 shares
    Change vs previous 13F -30,299 shares

    0.04% of the 13F portfolio, value $4,156,965.

    13F-HR 0001398344-25-020792 filed by Aptus Capital Advisors, 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 193,445 shares
    Change vs previous 13F -2,145 shares

    0.05% of the 13F portfolio, value $4,689,126.

    13F-HR 0001398344-25-014888 filed by Aptus Capital Advisors, 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 195,590 shares
    Change vs previous 13F -27,613 shares

    0.06% of the 13F portfolio, value $4,956,254.

    13F-HR 0001398344-25-009294 filed by Aptus Capital Advisors, 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 223,203 shares
    Change vs previous 13F +123,543 shares

    0.07% of the 13F portfolio, value $5,921,573.

    13F-HR 0001398344-25-002922 filed by Aptus Capital Advisors, 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 99,660 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,884,160.

    13F-HR 0001398344-24-020011 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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