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Disclosery

IEQ CAPITAL, LLC: PFE position timeline

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

IEQ CAPITAL, LLC held 742,927 PFE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 742,927 shares
    Change vs previous 13F +276,649 shares

    0.08% of the 13F portfolio, value $17,889,661.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, 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 466,278 shares
    Change vs previous 13F +145,582 shares

    0.06% of the 13F portfolio, value $13,093,078.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, 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 320,696 shares
    Change vs previous 13F -125,924 shares

    0.02% of the 13F portfolio, value $7,985,314.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, 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 446,620 shares
    Change vs previous 13F +235,941 shares

    0.03% of the 13F portfolio, value $11,379,881.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, 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 210,679 shares
    Change vs previous 13F -75,441 shares

    0.03% of the 13F portfolio, value $5,106,854.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, 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 286,120 shares
    Change vs previous 13F -34,352 shares

    0.06% of the 13F portfolio, value $7,250,262.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, 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 320,472 shares
    Change vs previous 13F +40,117 shares

    0.08% of the 13F portfolio, value $8,502,115.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, 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 280,355 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $8,113,470.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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