Skip to content
Disclosery

InvesTrust: PFE position timeline

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

InvesTrust held 65,679 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,679 shares
    Change vs previous 13F -1,370 shares

    0.61% of the 13F portfolio, value $1,581,550.

    13F-HR 0002050848-26-000003 filed by InvesTrust
    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 67,049 shares
    Change vs previous 13F +205 shares

    0.79% of the 13F portfolio, value $1,882,735.

    13F-HR 0002050848-26-000002 filed by InvesTrust
    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 66,844 shares
    Change vs previous 13F -9,922 shares

    0.64% of the 13F portfolio, value $1,664,415.

    13F-HR 0002050848-26-000001 filed by InvesTrust
    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 76,766 shares
    Change vs previous 13F +1,953 shares

    0.72% of the 13F portfolio, value $1,955,997.

    13F-HR 0002050848-25-000007 filed by InvesTrust
    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 74,813 shares
    Change vs previous 13F -131,894 shares

    0.7% of the 13F portfolio, value $1,813,467.

    13F-HR 0002050848-25-000003 filed by InvesTrust
    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 206,707 shares
    Change vs previous 13F +8,731 shares

    1.43% of the 13F portfolio, value $5,237,955.

    13F-HR 0002050848-25-000002 filed by InvesTrust
    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 197,976 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $5,245,811.

    13F-HR 0002050848-25-000001 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

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