Brendel Financial Advisors LLC: PFE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Brendel Financial Advisors LLC on PFE, newest first. How the timeline and the estimate are built.
Brendel Financial Advisors LLC held 81,988 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 81,988 sharesChange vs previous 13F -200 shares
0.91% of the 13F portfolio, value $1,974,272.
13F-HR 0001768065-26-000003 filed by Brendel Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 82,188 sharesChange vs previous 13F -6,273 shares
1.14% of the 13F portfolio, value $2,307,840.
13F-HR 0001768065-26-000002 filed by Brendel Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 88,461 sharesChange vs previous 13F -519 shares
1.08% of the 13F portfolio, value $2,202,679.
13F-HR 0001768065-26-000001 filed by Brendel Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 88,980 sharesChange vs previous 13F +7 shares
1.16% of the 13F portfolio, value $2,267,223.
13F-HR 0001768065-25-000006 filed by Brendel Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 88,973 sharesChange vs previous 13F -5,063 shares
1.21% of the 13F portfolio, value $2,157,000.
13F-HR 0001768065-25-000004 filed by Brendel Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 94,036 sharesChange vs previous 13F -8,960 shares
1.45% of the 13F portfolio, value $2,383,000.
13F-HR 0001768065-25-000003 filed by Brendel Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 102,996 sharesChange vs previous 13F -3,987 shares
1.65% of the 13F portfolio, value $2,732,000.
13F-HR 0001768065-25-000001 filed by Brendel Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 106,983 sharesChange vs previous 13F not available
1.76% of the 13F portfolio, value $3,096,000.
13F-HR 0001768065-24-000005 filed by Brendel Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).