Skip to content
Disclosery

Arete Wealth Advisors, LLC: PFE position timeline

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

Arete Wealth Advisors, LLC held 129,520 PFE shares at 2026-06-30 per its 13F-HR/A filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 129,520 shares
    Change vs previous 13F +10,028 shares

    0.21% of the 13F portfolio, value $3,118,864.

    13F-HR/A 0001600151-26-000009 filed by Arete Wealth 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/A 119,492 shares
    Change vs previous 13F +5,506 shares

    0.25% of the 13F portfolio, value $3,351,745.

    13F-HR/A 0001600151-26-000005 filed by Arete Wealth 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/A 113,986 shares
    Change vs previous 13F +5,333 shares

    0.2% of the 13F portfolio, value $2,838,273.

    13F-HR/A 0001600151-26-000008 filed by Arete Wealth 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 108,653 shares
    Change vs previous 13F +1,269 shares

    0.17% of the 13F portfolio, value $2,768,000.

    13F-HR 0001600151-25-000005 filed by Arete Wealth 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 107,384 shares
    Change vs previous 13F +5,220 shares

    0.18% of the 13F portfolio, value $2,603,000.

    13F-HR 0001600151-25-000003 filed by Arete Wealth 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 102,164 shares
    Change vs previous 13F +15,392 shares

    0.2% of the 13F portfolio, value $2,589,000.

    13F-HR 0001600151-25-000002 filed by Arete Wealth 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 86,772 shares
    Change vs previous 13F +22,013 shares

    0.17% of the 13F portfolio, value $2,299,000.

    13F-HR 0001600151-25-000001 filed by Arete Wealth 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/A 64,759 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,871,000.

    13F-HR/A 0001600151-24-000005 filed by Arete Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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