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Independent Advisor Alliance: PFE position timeline

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

Independent Advisor Alliance held 223,046 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 223,046 shares
    Change vs previous 13F -4,722 shares

    0.13% of the 13F portfolio, value $5,370,923.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 227,768 shares
    Change vs previous 13F +250 shares

    0.07% of the 13F portfolio, value $6,395,710.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 227,518 shares
    Change vs previous 13F +13,342 shares

    0.14% of the 13F portfolio, value $5,665,220.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 214,176 shares
    Change vs previous 13F -16,504 shares

    0.14% of the 13F portfolio, value $5,457,212.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 230,680 shares
    Change vs previous 13F -33,256 shares

    0.16% of the 13F portfolio, value $5,591,666.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 263,936 shares
    Change vs previous 13F +16,131 shares

    0.22% of the 13F portfolio, value $6,688,152.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 247,805 shares
    Change vs previous 13F +13,350 shares

    0.09% of the 13F portfolio, value $6,574,268.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 234,455 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $6,785,154.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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