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Steward Partners Investment Advisory, LLC: PFE position timeline

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

Steward Partners Investment Advisory, LLC held 520,623 PFE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 520,623 shares
    Change vs previous 13F +48,104 shares

    0.06% of the 13F portfolio, value $12,536,609.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment 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 472,519 shares
    Change vs previous 13F +2,274 shares

    0.07% of the 13F portfolio, value $13,268,308.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment 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 470,245 shares
    Change vs previous 13F +90,981 shares

    0.06% of the 13F portfolio, value $11,709,080.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment 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 379,264 shares
    Change vs previous 13F +10,423 shares

    0.06% of the 13F portfolio, value $9,663,632.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment 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 368,841 shares
    Change vs previous 13F +29,547 shares

    0.07% of the 13F portfolio, value $8,940,700.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment 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 339,294 shares
    Change vs previous 13F -7,338 shares

    0.08% of the 13F portfolio, value $8,597,732.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment 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 346,632 shares
    Change vs previous 13F -34,656 shares

    0.08% of the 13F portfolio, value $9,196,150.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment 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 381,288 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $11,034,476.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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