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Disclosery

Evanson Asset Management, LLC: PFE position timeline

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

Evanson Asset Management, LLC held 13,677 PFE shares at 2026-03-31 per its 13F-HR filed 2026-04-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 13,677 shares
    Change vs previous 13F +652 shares

    0.02% of the 13F portfolio, value $384,042.

    13F-HR 0001626379-26-000002 filed by Evanson 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 ended2025-12-31
    13F 13,025 shares
    Change vs previous 13F -147 shares

    0.02% of the 13F portfolio, value $324,311.

    13F-HR 0001626379-26-000001 filed by Evanson 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 ended2025-09-30
    13F 13,172 shares
    Change vs previous 13F -1,608 shares

    0.02% of the 13F portfolio, value $335,618.

    13F-HR 0001085146-25-005927 filed by Evanson 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 ended2025-06-30
    13F 14,780 shares
    Change vs previous 13F +3,908 shares

    0.02% of the 13F portfolio, value $358,273.

    13F-HR 0001085146-25-003862 filed by Evanson 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 ended2025-03-31
    13F 10,872 shares
    Change vs previous 13F -4,040 shares

    0.02% of the 13F portfolio, value $275,503.

    13F-HR 0001085146-25-002223 filed by Evanson 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 ended2024-12-31
    13F 14,912 shares
    Change vs previous 13F +518 shares

    0.03% of the 13F portfolio, value $395,617.

    13F-HR 0001085146-25-000238 filed by Evanson 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 ended2024-09-30
    13F 14,394 shares
    Change vs previous 13F +36 shares

    0.03% of the 13F portfolio, value $416,573.

    13F-HR 0001085146-24-004669 filed by Evanson 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 ended2024-06-30
    13F 14,358 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $401,735.

    13F-HR 0001085146-24-002926 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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