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Disclosery

Costello Asset Management, INC: PFE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Costello Asset Management, INC on PFE, newest first. How the timeline and the estimate are built.

Costello Asset Management, INC held 60,897 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,897 shares
    Change vs previous 13F -6,159 shares

    0.44% of the 13F portfolio, value $1,466,403.

    13F-HR 0001760145-26-000004 filed by Costello Asset Management, INC
    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 67,056 shares
    Change vs previous 13F -1,953 shares

    0.65% of the 13F portfolio, value $1,882,931.

    13F-HR 0001760145-26-000003 filed by Costello Asset Management, INC
    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 69,009 shares
    Change vs previous 13F -6,202 shares

    0.57% of the 13F portfolio, value $1,718,320.

    13F-HR 0001760145-26-000001 filed by Costello Asset Management, INC
    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 75,211 shares
    Change vs previous 13F -5,738 shares

    0.64% of the 13F portfolio, value $1,916,367.

    13F-HR 0001760145-25-000006 filed by Costello Asset Management, INC
    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 80,949 shares
    Change vs previous 13F -4,594 shares

    0.74% of the 13F portfolio, value $1,962,208.

    13F-HR 0001760145-25-000003 filed by Costello Asset Management, INC
    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 85,543 shares
    Change vs previous 13F +8,643 shares

    0.88% of the 13F portfolio, value $2,167,648.

    13F-HR 0001760145-25-000002 filed by Costello Asset Management, INC
    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 76,900 shares
    Change vs previous 13F +19,975 shares

    1.35% of the 13F portfolio, value $2,040,157.

    13F-HR 0001760145-25-000001 filed by Costello Asset Management, INC
    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 56,925 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $1,647,410.

    13F-HR 0001760145-24-000005 filed by Costello Asset Management, INC
    Filed (acceptance time not in the bulk data set), ingested

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