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Disclosery

Dakota Wealth Management: PFE position timeline

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

Dakota Wealth Management held 390,045 PFE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 390,045 shares
    Change vs previous 13F -4,171 shares

    0.18% of the 13F portfolio, value $9,392,278.

    13F-HR 0001951757-26-001143 filed by Dakota Wealth Management
    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/A 394,216 shares
    Change vs previous 13F +29,262 shares

    0.24% of the 13F portfolio, value $11,069,578.

    13F-HR/A 0001951757-26-001603 filed by Dakota Wealth Management
    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/A 364,954 shares
    Change vs previous 13F +16,568 shares

    0.16% of the 13F portfolio, value $9,087,367.

    13F-HR/A 0001951757-26-001604 filed by Dakota Wealth Management
    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 348,386 shares
    Change vs previous 13F +87,308 shares

    0.18% of the 13F portfolio, value $8,876,880.

    13F-HR/A 0001951757-26-001605 filed by Dakota Wealth Management
    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 261,078 shares
    Change vs previous 13F -15,648 shares

    0.13% of the 13F portfolio, value $6,328,530.

    13F-HR 0001951757-25-000874 filed by Dakota Wealth Management
    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 276,726 shares
    Change vs previous 13F -11,912 shares

    0.16% of the 13F portfolio, value $7,012,226.

    13F-HR 0001951757-25-000489 filed by Dakota Wealth Management
    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 288,638 shares
    Change vs previous 13F -17,869 shares

    0.18% of the 13F portfolio, value $7,657,578.

    13F-HR 0001951757-25-000061 filed by Dakota Wealth Management
    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 306,507 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $8,870,310.

    13F-HR 0001951757-24-001101 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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