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EP Wealth Advisors, LLC: PFE position timeline

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

EP Wealth Advisors, LLC held 247,206 PFE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 247,206 shares
    Change vs previous 13F +10,088 shares

    0.02% of the 13F portfolio, value $5,952,732.

    13F-HR 0001398344-26-014114 filed by EP Wealth Advisors, 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 237,118 shares
    Change vs previous 13F -21,616 shares

    0.03% of the 13F portfolio, value $6,658,268.

    13F-HR 0001398344-26-009125 filed by EP Wealth Advisors, 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 258,734 shares
    Change vs previous 13F -17,819 shares

    0.03% of the 13F portfolio, value $6,442,478.

    13F-HR 0001398344-26-003327 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 276,553 shares
    Change vs previous 13F -2,794 shares

    0.04% of the 13F portfolio, value $6,703,653.

    13F-HR 0001398344-25-015642 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 279,347 shares
    Change vs previous 13F -29,454 shares

    0.06% of the 13F portfolio, value $7,078,658.

    13F-HR 0001398344-25-009656 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 308,801 shares
    Change vs previous 13F -8,104 shares

    0.07% of the 13F portfolio, value $8,192,479.

    13F-HR 0001398344-25-002748 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 316,905 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $9,171,234.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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