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OPTIMUM INVESTMENT ADVISORS: PFE position timeline

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

OPTIMUM INVESTMENT ADVISORS held 20,164 PFE shares at 2025-09-30 per its 13F-HR filed 2025-10-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 20,164 shares
    Change vs previous 13F -1,200 shares

    0.2% of the 13F portfolio, value $513,780.

    13F-HR 0001580642-25-006637 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 21,364 shares
    Change vs previous 13F -750 shares

    0.22% of the 13F portfolio, value $517,873.

    13F-HR 0001580642-25-004652 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 22,114 shares
    Change vs previous 13F -100 shares

    0.26% of the 13F portfolio, value $560,379.

    13F-HR 0001580642-25-002640 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 22,214 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $589,348.

    13F-HR 0001580642-25-000952 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 22,214 shares
    Change vs previous 13F +1,000 shares

    0.28% of the 13F portfolio, value $642,885.

    13F-HR 0001580642-24-006190 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 21,214 shares
    Change vs previous 13F +9,956 shares

    0.27% of the 13F portfolio, value $593,579.

    13F-HR 0001580642-24-003677 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 11,258 shares
    Change vs previous 13F -3,100 shares

    0.14% of the 13F portfolio, value $312,397.

    13F-HR 0001580642-24-002122 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 14,358 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $413,354.

    13F-HR 0001580642-24-000123 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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