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Disclosery

SWS Partners: PFE position timeline

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

SWS Partners held 92,241 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 92,241 shares
    Change vs previous 13F +14,932 shares

    0.48% of the 13F portfolio, value $2,221,173.

    13F-HR 0001731731-26-000004 filed by SWS Partners
    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 77,309 shares
    Change vs previous 13F +10,072 shares

    0.54% of the 13F portfolio, value $2,170,840.

    13F-HR 0001731731-26-000002 filed by SWS Partners
    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 67,237 shares
    Change vs previous 13F -11,865 shares

    0.4% of the 13F portfolio, value $1,674,191.

    13F-HR 0001731731-26-000001 filed by SWS Partners
    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 79,102 shares
    Change vs previous 13F +3,989 shares

    0.49% of the 13F portfolio, value $2,015,508.

    13F-HR 0001731731-25-000010 filed by SWS Partners
    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 75,113 shares
    Change vs previous 13F -5,803 shares

    0.49% of the 13F portfolio, value $1,820,746.

    13F-HR 0001731731-25-000007 filed by SWS Partners
    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/A 80,916 shares
    Change vs previous 13F +2,060 shares

    0.67% of the 13F portfolio, value $2,050,413.

    13F-HR/A 0001731731-25-000006 filed by SWS Partners
    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 78,856 shares
    Change vs previous 13F -14 shares

    0.63% of the 13F portfolio, value $2,092,048.

    13F-HR 0001731731-25-000001 filed by SWS Partners
    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 78,870 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $2,282,470.

    13F-HR 0001731731-24-000007 filed by SWS Partners
    Filed (acceptance time not in the bulk data set), ingested

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