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Disclosery

Grassi Investment Management: PFE position timeline

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

Grassi Investment Management held 34,531 PFE shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 34,531 shares
    Change vs previous 13F -621 shares

    0.07% of the 13F portfolio, value $837,000.

    13F-HR 0001608531-25-000006 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 35,152 shares
    Change vs previous 13F -1,000 shares

    0.08% of the 13F portfolio, value $891,000.

    13F-HR 0001608531-25-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F/A 36,152 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $959,000.

    13F-HR/A 0001608531-25-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 36,152 shares
    Change vs previous 13F -700 shares

    0.09% of the 13F portfolio, value $1,046,000.

    13F-HR 0001608531-24-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 36,852 shares
    Change vs previous 13F -400 shares

    0.09% of the 13F portfolio, value $1,031,000.

    13F-HR 0001608531-24-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 37,252 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $1,034,000.

    13F-HR 0001608531-24-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 37,252 shares
    Change vs previous 13F -103,700 shares

    0.11% of the 13F portfolio, value $1,072,000.

    13F-HR 0001608531-24-000001 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 140,952 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $4,675,000.

    13F-HR 0001608531-23-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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