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LM Advisors LLC: PFE position timeline

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

LM Advisors LLC held 30,568 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 30,568 shares
    Change vs previous 13F +29,767 shares

    0.09% of the 13F portfolio, value $739,000.

    13F-HR 0002011314-26-000003 filed by LM Advisors 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 801 shares
    Change vs previous 13F +91 shares

    0.47% of the 13F portfolio, value $28,534.

    13F-HR 0002011314-26-000002 filed by LM Advisors 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 710 shares
    Change vs previous 13F -20,483 shares

    0.55% of the 13F portfolio, value $28,520.

    13F-HR 0002011314-26-000001 filed by LM Advisors 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 21,193 shares
    Change vs previous 13F -500 shares

    0.08% of the 13F portfolio, value $540,000.

    13F-HR 0002011314-25-000008 filed by LM Advisors 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 21,693 shares
    Change vs previous 13F +2,371 shares

    0.07% of the 13F portfolio, value $526,000.

    13F-HR 0002011314-25-000005 filed by LM Advisors 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 19,322 shares
    Change vs previous 13F -1,430 shares

    0.09% of the 13F portfolio, value $490,000.

    13F-HR 0002011314-25-000002 filed by LM Advisors 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/A 20,752 shares
    Change vs previous 13F -1 shares

    0.1% of the 13F portfolio, value $551,000.

    13F-HR/A 0002011314-25-000001 filed by LM Advisors 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 20,753 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $601,000.

    13F-HR 0002011314-24-000006 filed by LM Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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