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Cresset Asset Management, LLC: PFE position timeline

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

Cresset Asset Management, LLC held 634,638 PFE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 634,638 shares
    Change vs previous 13F +7,943 shares

    0.06% of the 13F portfolio, value $15,282,088.

    13F-HR 0001172661-26-003461 filed by Cresset Asset Management, 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 626,695 shares
    Change vs previous 13F -29,860 shares

    0.08% of the 13F portfolio, value $17,597,604.

    13F-HR 0001172661-26-002185 filed by Cresset Asset Management, 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 656,555 shares
    Change vs previous 13F -12,630 shares

    0.07% of the 13F portfolio, value $16,348,208.

    13F-HR 0001172661-26-001073 filed by Cresset Asset Management, 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/A 669,185 shares
    Change vs previous 13F +19,427 shares

    0.08% of the 13F portfolio, value $17,050,841.

    13F-HR/A 0001172661-26-000269 filed by Cresset Asset Management, 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/A 649,758 shares
    Change vs previous 13F +175,339 shares

    0.08% of the 13F portfolio, value $15,750,135.

    13F-HR/A 0001172661-26-000268 filed by Cresset Asset Management, 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 474,419 shares
    Change vs previous 13F +76,743 shares

    0.06% of the 13F portfolio, value $12,021,780.

    13F-HR 0001172661-25-001764 filed by Cresset Asset Management, 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 397,676 shares
    Change vs previous 13F -569,887 shares

    0.05% of the 13F portfolio, value $10,550,324.

    13F-HR 0001172661-25-000925 filed by Cresset Asset Management, 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 967,563 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $28,001,263.

    13F-HR 0001172661-24-004738 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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