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Successful Portfolios LLC: PFE position timeline

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

Successful Portfolios LLC held 11,471 PFE shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,471 shares
    Change vs previous 13F -286 shares

    0.15% of the 13F portfolio, value $316,165.

    13F-HR 0001085146-26-000857 filed by Successful Portfolios LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,757 shares
    Change vs previous 13F -948 shares

    0.13% of the 13F portfolio, value $284,773.

    13F-HR 0001721780-26-000005 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 12,705 shares
    Change vs previous 13F -847 shares

    0.2% of the 13F portfolio, value $354,059.

    13F-HR 0001721780-26-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 13,552 shares
    Change vs previous 13F +312 shares

    0.18% of the 13F portfolio, value $345,317.

    13F-HR 0001721780-26-000001 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 13,240 shares
    Change vs previous 13F -505 shares

    0.2% of the 13F portfolio, value $337,354.

    13F-HR 0001721780-25-000002 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 13,745 shares
    Change vs previous 13F +10 shares

    0.2% of the 13F portfolio, value $333,184.

    13F-HR 0001085146-25-003992 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 13,735 shares
    Change vs previous 13F -45 shares

    0.24% of the 13F portfolio, value $348,038.

    13F-HR 0001085146-25-002063 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 13,780 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $365,594.

    13F-HR 0001085146-25-000241 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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