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Disclosery

Fiduciary Group, LLC: PFE position timeline

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

Fiduciary Group, LLC held 97,226 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 97,226 shares
    Change vs previous 13F -6,348 shares

    0.18% of the 13F portfolio, value $2,341,202.

    13F-HR 0001645890-26-000003 filed by Fiduciary Group, 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 103,574 shares
    Change vs previous 13F -16,936 shares

    0.25% of the 13F portfolio, value $2,908,358.

    13F-HR 0001645890-26-000002 filed by Fiduciary Group, 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 120,510 shares
    Change vs previous 13F -12,316 shares

    0.25% of the 13F portfolio, value $3,000,708.

    13F-HR 0001645890-26-000001 filed by Fiduciary Group, 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 132,826 shares
    Change vs previous 13F -3,547 shares

    0.3% of the 13F portfolio, value $3,384,412.

    13F-HR 0001645890-25-000013 filed by Fiduciary Group, 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 136,373 shares
    Change vs previous 13F +11,658 shares

    0.31% of the 13F portfolio, value $3,305,680.

    13F-HR 0001645890-25-000004 filed by Fiduciary Group, 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 124,715 shares
    Change vs previous 13F +7,046 shares

    0.32% of the 13F portfolio, value $3,160,273.

    13F-HR 0001645890-25-000003 filed by Fiduciary Group, 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 117,669 shares
    Change vs previous 13F +31,479 shares

    0.31% of the 13F portfolio, value $3,121,760.

    13F-HR 0001645890-25-000001 filed by Fiduciary Group, 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 86,190 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,494,350.

    13F-HR 0001645890-24-000006 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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