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Evercore Wealth Management, LLC: PFE position timeline

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

Evercore Wealth Management, LLC held 93,409 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 93,409 shares
    Change vs previous 13F -8,311 shares

    0.03% of the 13F portfolio, value $2,249,289.

    13F-HR 0001172661-26-003500 filed by Evercore Wealth 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 101,720 shares
    Change vs previous 13F -5,317 shares

    0.04% of the 13F portfolio, value $2,856,297.

    13F-HR 0001172661-26-002269 filed by Evercore Wealth 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 107,037 shares
    Change vs previous 13F +4,338 shares

    0.04% of the 13F portfolio, value $2,665,221.

    13F-HR 0001172661-26-000920 filed by Evercore Wealth 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 102,699 shares
    Change vs previous 13F -16,403 shares

    0.04% of the 13F portfolio, value $2,616,771.

    13F-HR 0001172661-25-004885 filed by Evercore Wealth 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 119,102 shares
    Change vs previous 13F -14,901 shares

    0.04% of the 13F portfolio, value $2,887,032.

    13F-HR 0001172661-25-003437 filed by Evercore Wealth 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 134,003 shares
    Change vs previous 13F -9,733 shares

    0.05% of the 13F portfolio, value $3,395,636.

    13F-HR 0001172661-25-002000 filed by Evercore Wealth 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 143,736 shares
    Change vs previous 13F -29,647 shares

    0.06% of the 13F portfolio, value $3,813,316.

    13F-HR 0001172661-25-000946 filed by Evercore Wealth 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 173,383 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $5,017,704.

    13F-HR 0001172661-24-004741 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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