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Disclosery

Plan Group Financial, LLC: PFE position timeline

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

Plan Group Financial, LLC held 133,266 PFE shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 133,266 shares
    Change vs previous 13F +19,918 shares

    0.66% of the 13F portfolio, value $3,209,049.

    13F-HR 0001940033-26-000006 filed by Plan Group Financial, 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 113,348 shares
    Change vs previous 13F +13,552 shares

    0.75% of the 13F portfolio, value $3,182,811.

    13F-HR 0001940033-26-000004 filed by Plan Group Financial, 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 99,796 shares
    Change vs previous 13F +18,081 shares

    0.64% of the 13F portfolio, value $2,484,923.

    13F-HR 0001940033-26-000001 filed by Plan Group Financial, 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 81,715 shares
    Change vs previous 13F +16,670 shares

    0.56% of the 13F portfolio, value $2,082,099.

    13F-HR 0001940033-25-000007 filed by Plan Group Financial, 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 65,045 shares
    Change vs previous 13F +10,761 shares

    0.52% of the 13F portfolio, value $1,576,688.

    13F-HR 0001940033-25-000005 filed by Plan Group Financial, 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 54,284 shares
    Change vs previous 13F +18,495 shares

    0.49% of the 13F portfolio, value $1,375,566.

    13F-HR 0001940033-25-000003 filed by Plan Group Financial, 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 35,789 shares
    Change vs previous 13F +4,472 shares

    0.5% of the 13F portfolio, value $949,476.

    13F-HR 0001911391-25-000004 filed by Plan Group Financial, 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 31,317 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $906,312.

    13F-HR 0001940033-24-000005 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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