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SageView Advisory Group, LLC: PFE position timeline

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

SageView Advisory Group, LLC held 51,687 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 51,687 shares
    Change vs previous 13F -2,439 shares

    0.04% of the 13F portfolio, value $1,244,645.

    13F-HR 0001172661-26-003218 filed by SageView Advisory 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 54,126 shares
    Change vs previous 13F -8,591 shares

    0.06% of the 13F portfolio, value $1,519,848.

    13F-HR 0001172661-26-003214 filed by SageView Advisory 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 62,717 shares
    Change vs previous 13F +3,820 shares

    0.05% of the 13F portfolio, value $1,561,648.

    13F-HR 0001914558-26-000002 filed by SageView Advisory 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 58,897 shares
    Change vs previous 13F +8,023 shares

    0.05% of the 13F portfolio, value $1,500,699.

    13F-HR 0001172661-25-004748 filed by SageView Advisory 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 50,874 shares
    Change vs previous 13F -6,508 shares

    0.05% of the 13F portfolio, value $1,236,800.

    13F-HR 0001172661-25-003226 filed by SageView Advisory 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 57,382 shares
    Change vs previous 13F +10,140 shares

    0.06% of the 13F portfolio, value $1,454,047.

    13F-HR 0001172661-25-002419 filed by SageView Advisory 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 47,242 shares
    Change vs previous 13F +17,241 shares

    0.05% of the 13F portfolio, value $1,253,330.

    13F-HR 0001172661-25-000782 filed by SageView Advisory 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 30,001 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $868,255.

    13F-HR 0001172661-24-005134 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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