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ProVise Management Group, LLC: PFE position timeline

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

ProVise Management Group, LLC held 145,537 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 145,537 shares
    Change vs previous 13F +4,875 shares

    0.23% of the 13F portfolio, value $3,504,531.

    13F-HR 0001305707-26-000004 filed by ProVise Management 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 140,662 shares
    Change vs previous 13F +4,942 shares

    0.28% of the 13F portfolio, value $3,949,789.

    13F-HR 0001305707-26-000002 filed by ProVise Management 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 135,720 shares
    Change vs previous 13F +5,351 shares

    0.24% of the 13F portfolio, value $3,379,428.

    13F-HR 0001305707-26-000001 filed by ProVise Management 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 130,369 shares
    Change vs previous 13F -2,512 shares

    0.24% of the 13F portfolio, value $3,321,802.

    13F-HR 0001305707-25-000003 filed by ProVise Management 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 132,881 shares
    Change vs previous 13F +18,724 shares

    0.25% of the 13F portfolio, value $3,221,035.

    13F-HR 0001085146-25-004747 filed by ProVise Management 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 114,157 shares
    Change vs previous 13F +7,327 shares

    0.25% of the 13F portfolio, value $2,892,738.

    13F-HR 0001085146-25-002835 filed by ProVise Management 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 106,830 shares
    Change vs previous 13F -23,582 shares

    0.24% of the 13F portfolio, value $2,834,200.

    13F-HR 0001085146-25-000966 filed by ProVise Management 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 130,412 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $3,774,123.

    13F-HR 0001085146-24-005520 filed by ProVise Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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