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Vest Financial, LLC: PFE position timeline

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

Vest Financial, LLC held 101,513 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,513 shares
    Change vs previous 13F +1,530 shares

    0.03% of the 13F portfolio, value $2,444,433.

    13F-HR 0001709632-26-000006 filed by Vest Financial, 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 99,983 shares
    Change vs previous 13F -4,730 shares

    0.03% of the 13F portfolio, value $2,807,521.

    13F-HR 0001709632-26-000004 filed by Vest Financial, 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 104,713 shares
    Change vs previous 13F +23,242 shares

    0.03% of the 13F portfolio, value $2,607,356.

    13F-HR 0001709632-26-000002 filed by Vest Financial, 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 81,471 shares
    Change vs previous 13F +15,567 shares

    0.03% of the 13F portfolio, value $2,075,880.

    13F-HR 0001709632-25-000006 filed by Vest Financial, 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 65,904 shares
    Change vs previous 13F +18,652 shares

    0.02% of the 13F portfolio, value $1,597,514.

    13F-HR 0001085146-25-004177 filed by Vest Financial, 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 47,252 shares
    Change vs previous 13F +20,018 shares

    0.02% of the 13F portfolio, value $1,197,367.

    13F-HR 0001085146-25-002044 filed by Vest Financial, 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 27,234 shares
    Change vs previous 13F +3,573 shares

    0.01% of the 13F portfolio, value $722,518.

    13F-HR 0001085146-25-000544 filed by Vest Financial, 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 23,661 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $684,750.

    13F-HR 0001085146-24-004998 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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