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Hamilton Point Investment Advisors, LLC: PFE position timeline

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

Hamilton Point Investment Advisors, LLC held 167,854 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 167,854 shares
    Change vs previous 13F -816 shares

    0.57% of the 13F portfolio, value $4,041,933.

    13F-HR 0001398344-26-012897 filed by Hamilton Point Investment Advisors, 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 168,670 shares
    Change vs previous 13F +10,487 shares

    0.73% of the 13F portfolio, value $4,736,264.

    13F-HR 0001398344-26-008553 filed by Hamilton Point Investment Advisors, 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 158,183 shares
    Change vs previous 13F -15,198 shares

    0.6% of the 13F portfolio, value $3,938,766.

    13F-HR 0001398344-26-002895 filed by Hamilton Point Investment Advisors, 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 173,381 shares
    Change vs previous 13F +1,063 shares

    0.69% of the 13F portfolio, value $4,417,753.

    13F-HR 0001398344-25-019345 filed by Hamilton Point Investment Advisors, 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 172,318 shares
    Change vs previous 13F -3,278 shares

    0.69% of the 13F portfolio, value $4,176,990.

    13F-HR 0001398344-25-013863 filed by Hamilton Point Investment Advisors, 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 175,596 shares
    Change vs previous 13F +27,431 shares

    0.8% of the 13F portfolio, value $4,449,595.

    13F-HR 0001398344-25-008794 filed by Hamilton Point Investment Advisors, 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 148,165 shares
    Change vs previous 13F -16,239 shares

    0.71% of the 13F portfolio, value $3,930,818.

    13F-HR 0001398344-25-000979 filed by Hamilton Point Investment Advisors, 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 164,404 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $4,757,858.

    13F-HR 0001398344-24-020511 filed by Hamilton Point Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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