Skip to content
Disclosery

HERITAGE INVESTORS MANAGEMENT CORP: PFE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HERITAGE INVESTORS MANAGEMENT CORP on PFE, newest first. How the timeline and the estimate are built.

HERITAGE INVESTORS MANAGEMENT CORP held 334,402 PFE shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 334,402 shares
    Change vs previous 13F -38,628 shares

    0.22% of the 13F portfolio, value $8,052,000.

    13F-HR 0000937589-26-000003 filed by HERITAGE INVESTORS MANAGEMENT CORP
    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 373,030 shares
    Change vs previous 13F -2,440 shares

    0.32% of the 13F portfolio, value $10,475,000.

    13F-HR 0000937589-26-000002 filed by HERITAGE INVESTORS MANAGEMENT CORP
    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 375,470 shares
    Change vs previous 13F -27,517 shares

    0.27% of the 13F portfolio, value $9,349,000.

    13F-HR 0000937589-26-000001 filed by HERITAGE INVESTORS MANAGEMENT CORP
    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 402,987 shares
    Change vs previous 13F -62,159 shares

    0.31% of the 13F portfolio, value $10,268,000.

    13F-HR 0000937589-25-000006 filed by HERITAGE INVESTORS MANAGEMENT CORP
    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 465,146 shares
    Change vs previous 13F -3,895 shares

    0.36% of the 13F portfolio, value $11,275,000.

    13F-HR 0000937589-25-000003 filed by HERITAGE INVESTORS MANAGEMENT CORP
    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 469,041 shares
    Change vs previous 13F -9,177 shares

    0.41% of the 13F portfolio, value $11,886,000.

    13F-HR 0000937589-25-000002 filed by HERITAGE INVESTORS MANAGEMENT CORP
    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 478,218 shares
    Change vs previous 13F -47,100 shares

    0.41% of the 13F portfolio, value $12,687,000.

    13F-HR 0000937589-25-000001 filed by HERITAGE INVESTORS MANAGEMENT CORP
    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 525,318 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $15,203,000.

    13F-HR 0000937589-24-000004 filed by HERITAGE INVESTORS MANAGEMENT CORP
    Filed (acceptance time not in the bulk data set), ingested

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