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SS&H Financial Advisors, Inc.: PFE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SS&H Financial Advisors, Inc. on PFE, newest first. How the timeline and the estimate are built.

SS&H Financial Advisors, Inc. held 153,923 PFE shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 153,923 shares
    Change vs previous 13F +40,980 shares

    0.95% of the 13F portfolio, value $3,706,000.

    13F-HR 0001911735-26-000003 filed by SS&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 112,943 shares
    Change vs previous 13F +28,043 shares

    0.82% of the 13F portfolio, value $2,812,000.

    13F-HR 0001911735-26-000001 filed by SS&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 84,900 shares
    Change vs previous 13F +4,493 shares

    0.66% of the 13F portfolio, value $2,163,252.

    13F-HR 0001911735-25-000005 filed by SS&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 80,407 shares
    Change vs previous 13F +15,668 shares

    0.65% of the 13F portfolio, value $1,949,066.

    13F-HR 0001911735-25-000003 filed by SS&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 64,739 shares
    Change vs previous 13F -5,521 shares

    0.61% of the 13F portfolio, value $1,640,000.

    13F-HR 0001911735-25-000002 filed by SS&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 70,260 shares
    Change vs previous 13F -3,013 shares

    0.68% of the 13F portfolio, value $1,864,000.

    13F-HR 0001911735-25-000001 filed by SS&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 73,273 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $2,121,000.

    13F-HR 0001911735-24-000004 filed by SS&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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