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KARPAS STRATEGIES, LLC: PFE position timeline

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

KARPAS STRATEGIES, LLC held 127,003 PFE shares at 2024-06-30 per its 13F-HR filed 2024-07-30.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 127,003 shares
    Change vs previous 13F +4 shares

    1.11% of the 13F portfolio, value $3,553,551.

    13F-HR 0001127544-24-000006 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-03-31
    13F 126,999 shares
    Change vs previous 13F -11,667 shares

    1.1% of the 13F portfolio, value $3,524,213.

    13F-HR 0001127544-24-000004 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 138,666 shares
    Change vs previous 13F -2,334 shares

    1.32% of the 13F portfolio, value $3,992,183.

    13F-HR 0001127544-24-000002 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 141,000 shares
    Change vs previous 13F -296 shares

    1.72% of the 13F portfolio, value $4,676,960.

    13F-HR 0001127544-23-000009 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 141,296 shares
    Change vs previous 13F +691 shares

    1.75% of the 13F portfolio, value $5,182,753.

    13F-HR 0001127544-23-000007 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-03-31
    13F 140,605 shares
    Change vs previous 13F -130 shares

    2.02% of the 13F portfolio, value $5,736,686.

    13F-HR 0001127544-23-000005 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-12-31
    13F 140,735 shares
    Change vs previous 13F +648 shares

    2.53% of the 13F portfolio, value $7,211,263.

    13F-HR 0001127544-23-000003 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-09-30
    13F 140,087 shares
    Change vs previous 13F not available

    2.33% of the 13F portfolio, value $6,130,000.

    13F-HR 0001127544-22-000008 filed by KARPAS STRATEGIES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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