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Spectrum Asset Management, Inc. (NB/CA): PFE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Spectrum Asset Management, Inc. (NB/CA) on PFE, newest first. How the timeline and the estimate are built.

Spectrum Asset Management, Inc. (NB/CA) held 18,885 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 18,885 shares
    Change vs previous 13F +288 shares

    0.13% of the 13F portfolio, value $454,758.

    13F-HR 0001632078-26-000009 filed by Spectrum Asset Management, Inc. (NB/CA)
    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 18,597 shares
    Change vs previous 13F +199 shares

    0.17% of the 13F portfolio, value $522,193.

    13F-HR 0001632078-26-000005 filed by Spectrum Asset Management, Inc. (NB/CA)
    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 18,398 shares
    Change vs previous 13F +586 shares

    0.15% of the 13F portfolio, value $458,121.

    13F-HR 0001632078-26-000003 filed by Spectrum Asset Management, Inc. (NB/CA)
    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 17,812 shares
    Change vs previous 13F +133 shares

    0.16% of the 13F portfolio, value $453,861.

    13F-HR 0001632078-25-000015 filed by Spectrum Asset Management, Inc. (NB/CA)
    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 17,679 shares
    Change vs previous 13F +619 shares

    0.19% of the 13F portfolio, value $428,531.

    13F-HR 0001632078-25-000008 filed by Spectrum Asset Management, Inc. (NB/CA)
    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 17,060 shares
    Change vs previous 13F +261 shares

    0.19% of the 13F portfolio, value $432,312.

    13F-HR 0001632078-25-000004 filed by Spectrum Asset Management, Inc. (NB/CA)
    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 16,799 shares
    Change vs previous 13F +459 shares

    0.2% of the 13F portfolio, value $445,687.

    13F-HR 0001632078-25-000002 filed by Spectrum Asset Management, Inc. (NB/CA)
    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 16,340 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $472,885.

    13F-HR 0001632078-24-000010 filed by Spectrum Asset Management, Inc. (NB/CA)
    Filed (acceptance time not in the bulk data set), ingested

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