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Disclosery

Clearstead Advisors, LLC: PFE position timeline

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

Clearstead Advisors, LLC held 197,145 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 197,145 shares
    Change vs previous 13F -41,133 shares

    0.04% of the 13F portfolio, value $4,747,270.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 238,278 shares
    Change vs previous 13F +53,242 shares

    0.06% of the 13F portfolio, value $6,690,864.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, 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 185,036 shares
    Change vs previous 13F -1,215 shares

    0.06% of the 13F portfolio, value $4,607,397.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, 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 186,251 shares
    Change vs previous 13F -17,801 shares

    0.07% of the 13F portfolio, value $4,745,689.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, 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 204,052 shares
    Change vs previous 13F +11,002 shares

    0.07% of the 13F portfolio, value $4,946,220.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, 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 193,050 shares
    Change vs previous 13F -6,854 shares

    0.08% of the 13F portfolio, value $4,891,888.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, 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 199,904 shares
    Change vs previous 13F -23,005 shares

    0.08% of the 13F portfolio, value $5,303,452.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, 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 222,909 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $6,450,985.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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