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Disclosery

Live Oak Private Wealth LLC: PFE position timeline

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

Live Oak Private Wealth LLC held 16,484 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,484 shares
    Change vs previous 13F -910 shares

    0.05% of the 13F portfolio, value $396,940.

    13F-HR 0001398344-26-012327 filed by Live Oak Private Wealth 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 17,394 shares
    Change vs previous 13F -357 shares

    0.07% of the 13F portfolio, value $488,412.

    13F-HR 0001398344-26-006713 filed by Live Oak Private Wealth 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 17,751 shares
    Change vs previous 13F +124 shares

    0.06% of the 13F portfolio, value $442,004.

    13F-HR 0001398344-26-001078 filed by Live Oak Private Wealth 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 17,627 shares
    Change vs previous 13F -216,868 shares

    0.06% of the 13F portfolio, value $449,127.

    13F-HR 0001398344-25-019258 filed by Live Oak Private Wealth 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 234,495 shares
    Change vs previous 13F -1,566 shares

    0.85% of the 13F portfolio, value $5,684,153.

    13F-HR 0001398344-25-014372 filed by Live Oak Private Wealth 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 236,061 shares
    Change vs previous 13F +21,405 shares

    0.97% of the 13F portfolio, value $5,981,777.

    13F-HR 0001398344-25-007477 filed by Live Oak Private Wealth 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 214,656 shares
    Change vs previous 13F -4,912 shares

    0.96% of the 13F portfolio, value $5,694,829.

    13F-HR 0001398344-25-001194 filed by Live Oak Private Wealth 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 219,568 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $6,354,289.

    13F-HR 0001398344-24-019137 filed by Live Oak Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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