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Disclosery

Burt Wealth Advisors: PFE position timeline

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

Burt Wealth Advisors held 12,927 PFE shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 12,927 shares
    Change vs previous 13F +18 shares

    0.08% of the 13F portfolio, value $329,381.

    13F-HR 0001705819-25-000078 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 12,909 shares
    Change vs previous 13F -923 shares

    0.07% of the 13F portfolio, value $312,906.

    13F-HR 0001705819-25-000043 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 13,832 shares
    Change vs previous 13F -213 shares

    0.09% of the 13F portfolio, value $350,490.

    13F-HR 0001705819-25-000026 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 14,045 shares
    Change vs previous 13F -886 shares

    0.09% of the 13F portfolio, value $372,613.

    13F-HR 0001705819-25-000020 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 14,931 shares
    Change vs previous 13F +44 shares

    0.11% of the 13F portfolio, value $432,090.

    13F-HR 0001705819-24-000063 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 14,887 shares
    Change vs previous 13F -946 shares

    0.11% of the 13F portfolio, value $416,536.

    13F-HR 0001705819-24-000038 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 15,833 shares
    Change vs previous 13F +1,143 shares

    0.11% of the 13F portfolio, value $439,362.

    13F-HR 0001705819-24-000024 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 14,690 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $422,933.

    13F-HR 0001705819-24-000013 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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