Skip to content

Ellevest, Inc.: PFE position timeline

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

Ellevest, Inc. held 45,568 PFE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,568 shares
    Change vs previous 13F +2,524 shares

    0.11% of the 13F portfolio, value $961,383.

    13F-HR 0001644128-26-000007 filed by Ellevest, 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 43,044 shares
    Change vs previous 13F +3,008 shares

    0.17% of the 13F portfolio, value $1,208,676.

    13F-HR 0001644128-26-000002 filed by Ellevest, 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 40,036 shares
    Change vs previous 13F -4,341 shares

    0.14% of the 13F portfolio, value $996,896.

    13F-HR 0001644128-26-000001 filed by Ellevest, 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 44,377 shares
    Change vs previous 13F +835 shares

    0.16% of the 13F portfolio, value $1,130,726.

    13F-HR 0001172661-25-005124 filed by Ellevest, 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 43,542 shares
    Change vs previous 13F +6,800 shares

    0.17% of the 13F portfolio, value $1,055,458.

    13F-HR 0001172661-25-002885 filed by Ellevest, 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 36,742 shares
    Change vs previous 13F +16,975 shares

    0.06% of the 13F portfolio, value $931,042.

    13F-HR 0001172661-25-001820 filed by Ellevest, 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 19,767 shares
    Change vs previous 13F -2,681 shares

    0.03% of the 13F portfolio, value $524,419.

    13F-HR 0001172661-25-001068 filed by Ellevest, 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 22,448 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $649,647.

    13F-HR 0001172661-24-004594 filed by Ellevest, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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