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Disclosery

Herold Advisors, Inc.: PFE position timeline

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

Herold Advisors, Inc. held 81,250 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,250 shares
    Change vs previous 13F +6,220 shares

    0.39% of the 13F portfolio, value $1,954,000.

    13F-HR 0001172661-26-002737 filed by Herold Advisors, Inc.
    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 75,030 shares
    Change vs previous 13F +3,642 shares

    0.46% of the 13F portfolio, value $2,106,901.

    13F-HR 0001172661-26-001982 filed by Herold Advisors, Inc.
    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 71,388 shares
    Change vs previous 13F +1,162 shares

    0.4% of the 13F portfolio, value $1,777,585.

    13F-HR 0001172661-26-001090 filed by Herold Advisors, Inc.
    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 70,226 shares
    Change vs previous 13F -5,629 shares

    0.41% of the 13F portfolio, value $1,789,579.

    13F-HR 0001172661-25-004762 filed by Herold Advisors, Inc.
    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 75,855 shares
    Change vs previous 13F +7,929 shares

    0.39% of the 13F portfolio, value $1,838,729.

    13F-HR 0001172661-25-003383 filed by Herold Advisors, Inc.
    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 67,926 shares
    Change vs previous 13F -1,636 shares

    0.38% of the 13F portfolio, value $1,721,488.

    13F-HR 0001172661-25-001744 filed by Herold Advisors, Inc.
    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 69,562 shares
    Change vs previous 13F +1,304 shares

    0.4% of the 13F portfolio, value $1,845,687.

    13F-HR 0001172661-25-001072 filed by Herold Advisors, Inc.
    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 68,258 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,975,574.

    13F-HR 0001172661-24-005010 filed by Herold Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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