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Ballentine Partners, LLC: PFE position timeline

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

Ballentine Partners, LLC held 84,928 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 84,928 shares
    Change vs previous 13F -18,852 shares

    0.02% of the 13F portfolio, value $2,045,055.

    13F-HR 0001172661-26-002674 filed by Ballentine Partners, 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 103,780 shares
    Change vs previous 13F +4,456 shares

    0.04% of the 13F portfolio, value $2,914,143.

    13F-HR 0001172661-26-001909 filed by Ballentine Partners, 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 99,324 shares
    Change vs previous 13F +9,425 shares

    0.03% of the 13F portfolio, value $2,473,169.

    13F-HR 0001172661-26-000457 filed by Ballentine Partners, 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 89,899 shares
    Change vs previous 13F -3,329 shares

    0.03% of the 13F portfolio, value $2,290,626.

    13F-HR 0001172661-25-004541 filed by Ballentine Partners, 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 93,228 shares
    Change vs previous 13F +458 shares

    0.03% of the 13F portfolio, value $2,259,847.

    13F-HR 0001172661-25-002596 filed by Ballentine Partners, 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 92,770 shares
    Change vs previous 13F -11,718 shares

    0.04% of the 13F portfolio, value $2,350,792.

    13F-HR 0001172661-25-001551 filed by Ballentine Partners, 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 104,488 shares
    Change vs previous 13F -4,373 shares

    0.05% of the 13F portfolio, value $2,772,067.

    13F-HR 0001172661-25-000227 filed by Ballentine Partners, 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 108,861 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,150,438.

    13F-HR 0001172661-24-004333 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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