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Disclosery

Naviter Wealth, LLC: PFE position timeline

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

Naviter Wealth, LLC held 56,357 PFE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,357 shares
    Change vs previous 13F +8,185 shares

    0.12% of the 13F portfolio, value $1,357,072.

    13F-HR 0001951757-26-001175 filed by Naviter 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 48,172 shares
    Change vs previous 13F +3,526 shares

    0.17% of the 13F portfolio, value $1,352,657.

    13F-HR 0001951757-26-000571 filed by Naviter 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 44,646 shares
    Change vs previous 13F -7,738 shares

    0.15% of the 13F portfolio, value $1,111,689.

    13F-HR 0001951757-26-000260 filed by Naviter 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 52,384 shares
    Change vs previous 13F -1,574 shares

    0.16% of the 13F portfolio, value $1,334,754.

    13F-HR 0001951757-25-001297 filed by Naviter 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 53,958 shares
    Change vs previous 13F +685 shares

    0.16% of the 13F portfolio, value $1,307,945.

    13F-HR 0001951757-25-000971 filed by Naviter 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 53,273 shares
    Change vs previous 13F -6,760 shares

    0.16% of the 13F portfolio, value $1,343,012.

    13F-HR 0001951757-25-000456 filed by Naviter 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 60,033 shares
    Change vs previous 13F +9,408 shares

    0.19% of the 13F portfolio, value $1,592,675.

    13F-HR 0001951757-25-000201 filed by Naviter 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 50,625 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,465,087.

    13F-HR 0001951757-24-001052 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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