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Disclosery

Clearstead Trust, LLC: PFE position timeline

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

Clearstead Trust, LLC held 23,084 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 23,084 shares
    Change vs previous 13F -4,435 shares

    0.07% of the 13F portfolio, value $555,863.

    13F-HR 0001708001-26-000006 filed by Clearstead Trust, 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 27,519 shares
    Change vs previous 13F -1,526 shares

    0.13% of the 13F portfolio, value $772,740.

    13F-HR 0001708001-26-000002 filed by Clearstead Trust, 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 29,045 shares
    Change vs previous 13F -1,941 shares

    0.11% of the 13F portfolio, value $723,227.

    13F-HR 0001708001-26-000001 filed by Clearstead Trust, 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 30,986 shares
    Change vs previous 13F -2,856 shares

    0.13% of the 13F portfolio, value $789,530.

    13F-HR 0001708001-25-000004 filed by Clearstead Trust, 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 33,842 shares
    Change vs previous 13F +6,525 shares

    0.16% of the 13F portfolio, value $820,336.

    13F-HR 0001708001-25-000002 filed by Clearstead Trust, 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 27,317 shares
    Change vs previous 13F -150 shares

    0.15% of the 13F portfolio, value $692,225.

    13F-HR 0001798150-25-000002 filed by Clearstead Trust, 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 27,467 shares
    Change vs previous 13F -16 shares

    0.16% of the 13F portfolio, value $728,697.

    13F-HR 0000842775-25-000002 filed by Clearstead Trust, 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 27,483 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $795,366.

    13F-HR 0001708001-24-000006 filed by Clearstead Trust, LLC
    Filed (acceptance time not in the bulk data set), ingested

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