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MCDONALD PARTNERS LLC: PFE position timeline

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

MCDONALD PARTNERS LLC held 101,152 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,152 shares
    Change vs previous 13F -1,400 shares

    0.59% of the 13F portfolio, value $2,435,748.

    13F-HR 0001331074-26-000004 filed by MCDONALD PARTNERS 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 102,552 shares
    Change vs previous 13F +7,726 shares

    0.68% of the 13F portfolio, value $2,879,684.

    13F-HR 0001172661-26-002252 filed by MCDONALD PARTNERS 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 94,826 shares
    Change vs previous 13F +20,719 shares

    0.74% of the 13F portfolio, value $2,361,193.

    13F-HR 0001172661-26-000422 filed by MCDONALD PARTNERS 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 74,107 shares
    Change vs previous 13F -42,689 shares

    0.56% of the 13F portfolio, value $1,888,239.

    13F-HR 0001172661-25-004722 filed by MCDONALD PARTNERS 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 116,796 shares
    Change vs previous 13F +1,102 shares

    0.68% of the 13F portfolio, value $2,831,877.

    13F-HR 0001172661-25-003063 filed by MCDONALD PARTNERS 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 115,694 shares
    Change vs previous 13F +5,398 shares

    0.76% of the 13F portfolio, value $2,932,599.

    13F-HR 0001172661-25-002211 filed by MCDONALD PARTNERS 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 110,296 shares
    Change vs previous 13F +9,963 shares

    0.75% of the 13F portfolio, value $2,926,163.

    13F-HR 0001172661-25-000454 filed by MCDONALD PARTNERS 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 100,333 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $2,903,656.

    13F-HR 0001172661-24-004254 filed by MCDONALD PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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