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Avantra Family Wealth, Inc.: PFE position timeline

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

Avantra Family Wealth, Inc. held 11,164 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,164 shares
    Change vs previous 13F +118 shares

    0.17% of the 13F portfolio, value $268,825.

    13F-HR 0001951757-26-001073 filed by Avantra Family Wealth, 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 11,046 shares
    Change vs previous 13F -9,309 shares

    0.23% of the 13F portfolio, value $310,165.

    13F-HR 0001951757-26-000689 filed by Avantra Family Wealth, 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 20,355 shares
    Change vs previous 13F +136 shares

    0.37% of the 13F portfolio, value $506,836.

    13F-HR 0001951757-26-000249 filed by Avantra Family Wealth, 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 20,219 shares
    Change vs previous 13F +9,154 shares

    0.39% of the 13F portfolio, value $515,176.

    13F-HR 0001951757-25-001216 filed by Avantra Family Wealth, 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 11,065 shares
    Change vs previous 13F -31 shares

    0.22% of the 13F portfolio, value $268,208.

    13F-HR 0001951757-25-000928 filed by Avantra Family Wealth, 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 11,096 shares
    Change vs previous 13F -3,896 shares

    0.27% of the 13F portfolio, value $281,164.

    13F-HR 0001951757-25-000405 filed by Avantra Family Wealth, 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 14,992 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $397,747.

    13F-HR 0001951757-25-000118 filed by Avantra Family Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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