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Disclosery

Fiduciary Alliance LLC: PFE position timeline

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

Fiduciary Alliance LLC held 422,829 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 422,829 shares
    Change vs previous 13F +56,547 shares

    0.69% of the 13F portfolio, value $10,181,735.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance 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 366,282 shares
    Change vs previous 13F +197,867 shares

    0.6% of the 13F portfolio, value $9,959,209.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance 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 168,415 shares
    Change vs previous 13F +23,152 shares

    0.27% of the 13F portfolio, value $4,193,544.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance 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 145,263 shares
    Change vs previous 13F +46,043 shares

    0.25% of the 13F portfolio, value $3,701,307.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance 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 99,220 shares
    Change vs previous 13F +89,635 shares

    0.18% of the 13F portfolio, value $2,405,103.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance 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 9,585 shares
    Change vs previous 13F -218 shares

    0.02% of the 13F portfolio, value $242,874.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance 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 9,803 shares
    Change vs previous 13F +1,319 shares

    0.03% of the 13F portfolio, value $260,073.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance 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 8,484 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $245,513.

    13F-HR 0001954805-24-000006 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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