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Optimist Retirement Group LLC: PFE position timeline

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

Optimist Retirement Group LLC held 93,529 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 93,529 shares
    Change vs previous 13F +311 shares

    0.87% of the 13F portfolio, value $2,252,179.

    13F-HR 0002011850-26-000003 filed by Optimist Retirement Group 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 93,218 shares
    Change vs previous 13F +56,204 shares

    1.15% of the 13F portfolio, value $2,617,568.

    13F-HR 0002011850-26-000002 filed by Optimist Retirement Group 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 37,014 shares
    Change vs previous 13F -50,690 shares

    0.42% of the 13F portfolio, value $921,638.

    13F-HR 0002011850-26-000001 filed by Optimist Retirement Group 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 87,704 shares
    Change vs previous 13F +2,832 shares

    1.01% of the 13F portfolio, value $2,234,705.

    13F-HR 0002011850-25-000007 filed by Optimist Retirement Group 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 84,872 shares
    Change vs previous 13F +935 shares

    0.99% of the 13F portfolio, value $2,057,306.

    13F-HR 0002011850-25-000006 filed by Optimist Retirement Group 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 83,937 shares
    Change vs previous 13F +55,823 shares

    1.06% of the 13F portfolio, value $2,126,957.

    13F-HR 0002011850-25-000005 filed by Optimist Retirement Group 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 28,114 shares
    Change vs previous 13F -46,223 shares

    0.35% of the 13F portfolio, value $745,865.

    13F-HR 0002011850-25-000003 filed by Optimist Retirement Group 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 74,337 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $2,151,325.

    13F-HR 0002011850-24-000005 filed by Optimist Retirement Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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