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Valeo Financial Advisors, LLC: PFE position timeline

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

Valeo Financial Advisors, LLC held 172,660 PFE shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 172,660 shares
    Change vs previous 13F +3,282 shares

    0.1% of the 13F portfolio, value $4,924,272.

    13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 169,378 shares
    Change vs previous 13F +10,375 shares

    0.09% of the 13F portfolio, value $4,078,625.

    13F-HR 0001722641-26-000004 filed by Valeo Financial Advisors, 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 159,003 shares
    Change vs previous 13F -19,208 shares

    0.11% of the 13F portfolio, value $4,464,807.

    13F-HR 0001722641-26-000003 filed by Valeo Financial Advisors, 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 178,211 shares
    Change vs previous 13F -4,298 shares

    0.1% of the 13F portfolio, value $4,437,465.

    13F-HR 0001722641-26-000001 filed by Valeo Financial Advisors, 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 182,509 shares
    Change vs previous 13F -4,801 shares

    0.11% of the 13F portfolio, value $4,650,319.

    13F-HR 0001722641-25-000007 filed by Valeo Financial Advisors, 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/A 187,310 shares
    Change vs previous 13F -470 shares

    0.11% of the 13F portfolio, value $4,540,390.

    13F-HR/A 0001722641-25-000005 filed by Valeo Financial Advisors, 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 187,780 shares
    Change vs previous 13F -14,925 shares

    0.13% of the 13F portfolio, value $4,758,335.

    13F-HR 0001722641-25-000002 filed by Valeo Financial Advisors, 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 202,705 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,754,182.

    13F-HR 0001722641-25-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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