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Sowell Financial Services LLC: PFE position timeline

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

Sowell Financial Services LLC held 185,807 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 185,807 shares
    Change vs previous 13F +6,857 shares

    0.15% of the 13F portfolio, value $4,474,237.

    13F-HR 0001633697-26-000004 filed by Sowell Financial Services 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 178,950 shares
    Change vs previous 13F -8,220 shares

    0.19% of the 13F portfolio, value $5,024,906.

    13F-HR 0001633697-26-000003 filed by Sowell Financial Services 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 187,170 shares
    Change vs previous 13F +5,747 shares

    0.17% of the 13F portfolio, value $4,660,524.

    13F-HR 0001633697-26-000002 filed by Sowell Financial Services 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 181,423 shares
    Change vs previous 13F -15,911 shares

    0.18% of the 13F portfolio, value $4,622,660.

    13F-HR 0001633697-25-000010 filed by Sowell Financial Services 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 197,334 shares
    Change vs previous 13F +19,278 shares

    0.19% of the 13F portfolio, value $4,783,365.

    13F-HR 0001633697-25-000007 filed by Sowell Financial Services 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 178,056 shares
    Change vs previous 13F -2,303 shares

    0.21% of the 13F portfolio, value $4,511,927.

    13F-HR 0001633697-25-000006 filed by Sowell Financial Services 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 180,359 shares
    Change vs previous 13F +4,581 shares

    0.25% of the 13F portfolio, value $4,784,934.

    13F-HR 0001633697-25-000003 filed by Sowell Financial Services 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 175,778 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $5,087,000.

    13F-HR 0001633697-24-000005 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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