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Arkadios Wealth Advisors: PFE position timeline

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

Arkadios Wealth Advisors held 411,666 PFE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 411,666 shares
    Change vs previous 13F +919 shares

    0.15% of the 13F portfolio, value $9,912,933.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth 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 410,747 shares
    Change vs previous 13F +30,077 shares

    0.19% of the 13F portfolio, value $11,533,781.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth 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 380,670 shares
    Change vs previous 13F +164,063 shares

    0.19% of the 13F portfolio, value $9,478,677.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth 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 216,607 shares
    Change vs previous 13F +17,956 shares

    0.14% of the 13F portfolio, value $5,519,165.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth 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 198,651 shares
    Change vs previous 13F +24,891 shares

    0.14% of the 13F portfolio, value $4,815,314.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth 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 173,760 shares
    Change vs previous 13F +10,570 shares

    0.17% of the 13F portfolio, value $4,403,073.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth 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 163,190 shares
    Change vs previous 13F -5,401 shares

    0.24% of the 13F portfolio, value $4,329,437.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth 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 168,591 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $4,879,016.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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