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Disclosery

Berkeley Capital Partners, LLC: PFE position timeline

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

Berkeley Capital Partners, LLC held 64,286 PFE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,286 shares
    Change vs previous 13F -31,356 shares

    0.32% of the 13F portfolio, value $1,548,001.

    13F-HR 0001376474-26-000537 filed by Berkeley Capital 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 95,642 shares
    Change vs previous 13F +22,653 shares

    0.62% of the 13F portfolio, value $2,685,638.

    13F-HR 0001376474-26-000352 filed by Berkeley Capital 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 72,989 shares
    Change vs previous 13F +581 shares

    0.43% of the 13F portfolio, value $1,817,432.

    13F-HR 0001376474-26-000127 filed by Berkeley Capital 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 72,408 shares
    Change vs previous 13F -3,404 shares

    0.44% of the 13F portfolio, value $1,844,951.

    13F-HR 0001376474-25-000909 filed by Berkeley Capital 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 75,812 shares
    Change vs previous 13F +3,768 shares

    0.47% of the 13F portfolio, value $1,837,684.

    13F-HR 0001376474-25-000688 filed by Berkeley Capital 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 72,044 shares
    Change vs previous 13F +2,854 shares

    0.5% of the 13F portfolio, value $1,825,589.

    13F-HR 0001376474-25-000428 filed by Berkeley Capital 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 69,190 shares
    Change vs previous 13F +1,531 shares

    0.51% of the 13F portfolio, value $1,835,600.

    13F-HR 0001376474-25-000179 filed by Berkeley Capital 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 67,659 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,958,054.

    13F-HR 0001376474-24-000693 filed by Berkeley Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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