Skip to content

NewEdge Wealth, LLC: PFE position timeline

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

NewEdge Wealth, LLC held 83,856 PFE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,856 shares
    Change vs previous 13F +2,619 shares

    0.02% of the 13F portfolio, value $2,019,260.

    13F-HR 0001580642-26-005094 filed by NewEdge 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 81,237 shares
    Change vs previous 13F -26,519 shares

    0.03% of the 13F portfolio, value $2,281,134.

    13F-HR 0001580642-26-003156 filed by NewEdge 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 107,756 shares
    Change vs previous 13F +28,693 shares

    0.03% of the 13F portfolio, value $2,683,133.

    13F-HR 0001580642-26-000700 filed by NewEdge 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 79,063 shares
    Change vs previous 13F +6,052 shares

    0.03% of the 13F portfolio, value $1,945,735.

    13F-HR 0001580642-25-007152 filed by NewEdge 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 73,011 shares
    Change vs previous 13F -32,603 shares

    0.03% of the 13F portfolio, value $1,769,050.

    13F-HR 0001580642-25-005035 filed by NewEdge 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 105,614 shares
    Change vs previous 13F +100 shares

    0.05% of the 13F portfolio, value $2,676,263.

    13F-HR 0001580642-25-003038 filed by NewEdge 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 105,514 shares
    Change vs previous 13F -11,743 shares

    0.05% of the 13F portfolio, value $2,799,281.

    13F-HR 0001580642-25-000776 filed by NewEdge 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 117,257 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,393,427.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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