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
- period ended2026-06-3013F 83,856 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 81,237 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 107,756 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 79,063 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 73,011 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 105,614 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 105,514 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 117,257 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).