Skip to content
Disclosery

FormulaFolio Investments, LLC: PFE position timeline

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

FormulaFolio Investments, LLC held 89 PFE shares at 2021-06-30 per its 13F-HR filed 2021-07-28.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 89 shares
    Change vs previous 13F +69 shares

    <0.01% of the 13F portfolio, value $3,000.

    13F-HR 0001062993-21-006783 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-03-31
    13F 20 shares
    Change vs previous 13F -154,463 shares

    <0.01% of the 13F portfolio, value $1,000.

    13F-HR 0001062993-21-005116 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-12-31
    13F 154,483 shares
    Change vs previous 13F +98,361 shares

    0.12% of the 13F portfolio, value $5,687,000.

    13F-HR 0001062993-21-002148 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-09-30
    13F 56,122 shares
    Change vs previous 13F -15,970 shares

    0.08% of the 13F portfolio, value $2,060,000.

    13F-HR 0001626982-20-000004 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-06-30
    13F 72,092 shares
    Change vs previous 13F +34,912 shares

    0.1% of the 13F portfolio, value $2,357,000.

    13F-HR 0001626982-20-000003 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-03-31
    13F 37,180 shares
    Change vs previous 13F -2,240 shares

    0.06% of the 13F portfolio, value $1,214,000.

    13F-HR 0001626982-20-000002 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-12-31
    13F 39,420 shares
    Change vs previous 13F -556 shares

    0.06% of the 13F portfolio, value $1,544,000.

    13F-HR 0001626982-20-000001 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-09-30
    13F 39,976 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,436,000.

    13F-HR 0001626982-19-000005 filed by FormulaFolio Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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