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RFG Advisory, LLC: PFE position timeline

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

RFG Advisory, LLC held 43,614 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,614 shares
    Change vs previous 13F -1,832 shares

    0.02% of the 13F portfolio, value $1,050,235.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 45,446 shares
    Change vs previous 13F +1,154 shares

    0.02% of the 13F portfolio, value $1,276,126.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 44,292 shares
    Change vs previous 13F -5,651 shares

    0.02% of the 13F portfolio, value $1,102,864.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 49,943 shares
    Change vs previous 13F -25,886 shares

    0.03% of the 13F portfolio, value $1,272,555.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 75,829 shares
    Change vs previous 13F +5,420 shares

    0.04% of the 13F portfolio, value $1,838,089.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, 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 70,409 shares
    Change vs previous 13F +20,546 shares

    0.05% of the 13F portfolio, value $1,784,155.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, 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 49,863 shares
    Change vs previous 13F -6,267 shares

    0.04% of the 13F portfolio, value $1,322,855.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, 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 56,130 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,624,399.

    13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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