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HOLDERNESS INVESTMENTS CO: PFE position timeline

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

HOLDERNESS INVESTMENTS CO held 76,281 PFE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,281 shares
    Change vs previous 13F +1,181 shares

    0.31% of the 13F portfolio, value $1,836,857.

    13F-HR 0001184820-26-000004 filed by HOLDERNESS INVESTMENTS CO
    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 75,100 shares
    Change vs previous 13F -852 shares

    0.42% of the 13F portfolio, value $2,108,820.

    13F-HR 0001184820-26-000002 filed by HOLDERNESS INVESTMENTS CO
    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 75,952 shares
    Change vs previous 13F -8,766 shares

    0.38% of the 13F portfolio, value $1,891,216.

    13F-HR 0001184820-26-000001 filed by HOLDERNESS INVESTMENTS CO
    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 84,718 shares
    Change vs previous 13F -9,309 shares

    0.44% of the 13F portfolio, value $2,158,618.

    13F-HR 0001184820-25-000014 filed by HOLDERNESS INVESTMENTS CO
    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 94,027 shares
    Change vs previous 13F -32,058 shares

    0.49% of the 13F portfolio, value $2,279,211.

    13F-HR 0001184820-25-000013 filed by HOLDERNESS INVESTMENTS CO
    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 126,085 shares
    Change vs previous 13F +26,915 shares

    0.74% of the 13F portfolio, value $3,194,989.

    13F-HR 0001184820-25-000002 filed by HOLDERNESS INVESTMENTS CO
    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 99,170 shares
    Change vs previous 13F +193 shares

    0.58% of the 13F portfolio, value $2,630,988.

    13F-HR 0001184820-25-000001 filed by HOLDERNESS INVESTMENTS CO
    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 98,977 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $2,864,391.

    13F-HR 0001184820-24-000011 filed by HOLDERNESS INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

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