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Avantax Planning Partners, Inc.: PFE position timeline

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

Avantax Planning Partners, Inc. held 237,765 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 237,765 shares
    Change vs previous 13F -3,404 shares

    0.14% of the 13F portfolio, value $5,725,379.

    13F-HR 0001005441-26-000003 filed by Avantax Planning Partners, 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 241,169 shares
    Change vs previous 13F -12,717 shares

    0.19% of the 13F portfolio, value $6,772,014.

    13F-HR 0001005441-26-000002 filed by Avantax Planning Partners, 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 253,886 shares
    Change vs previous 13F +12,310 shares

    0.18% of the 13F portfolio, value $6,321,772.

    13F-HR 0001005441-26-000001 filed by Avantax Planning Partners, 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 241,576 shares
    Change vs previous 13F -67,027 shares

    0.18% of the 13F portfolio, value $6,155,348.

    13F-HR 0001005441-25-000004 filed by Avantax Planning Partners, 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 308,603 shares
    Change vs previous 13F +48,878 shares

    0.24% of the 13F portfolio, value $7,480,543.

    13F-HR 0001085146-25-004767 filed by Avantax Planning Partners, 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 259,725 shares
    Change vs previous 13F +12,118 shares

    0.23% of the 13F portfolio, value $6,581,428.

    13F-HR 0001085146-25-002418 filed by Avantax Planning Partners, 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 247,607 shares
    Change vs previous 13F -18,410 shares

    0.24% of the 13F portfolio, value $6,569,018.

    13F-HR 0001085146-25-000921 filed by Avantax Planning Partners, Inc.
    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 266,017 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $7,698,537.

    13F-HR 0001085146-24-005692 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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