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Disclosery

Asset Planning,Inc: PFE position timeline

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

Asset Planning,Inc held 6,735 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,735 shares
    Change vs previous 13F -72 shares

    0.11% of the 13F portfolio, value $162,179.

    13F-HR 0002048547-26-000003 filed by Asset Planning,Inc
    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 6,807 shares
    Change vs previous 13F -723 shares

    0.14% of the 13F portfolio, value $191,144.

    13F-HR 0002048547-26-000002 filed by Asset Planning,Inc
    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 7,530 shares
    Change vs previous 13F -597 shares

    0.13% of the 13F portfolio, value $187,492.

    13F-HR 0002048547-26-000001 filed by Asset Planning,Inc
    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 8,127 shares
    Change vs previous 13F -799 shares

    0.15% of the 13F portfolio, value $207,089.

    13F-HR 0002048547-25-000007 filed by Asset Planning,Inc
    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 8,926 shares
    Change vs previous 13F +48 shares

    0.16% of the 13F portfolio, value $216,362.

    13F-HR 0002048547-25-000003 filed by Asset Planning,Inc
    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 8,878 shares
    Change vs previous 13F -19,535 shares

    0.18% of the 13F portfolio, value $224,969.

    13F-HR 0002048547-25-000002 filed by Asset Planning,Inc
    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 28,413 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $753,803.

    13F-HR 0002048547-25-000001 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

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