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Disclosery

Waterloo Capital, L.P.: PFE position timeline

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

Waterloo Capital, L.P. held 28,858 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,858 shares
    Change vs previous 13F -5,185 shares

    0.04% of the 13F portfolio, value $694,894.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    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 34,043 shares
    Change vs previous 13F +7,882 shares

    0.07% of the 13F portfolio, value $955,934.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    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 26,161 shares
    Change vs previous 13F +1,377 shares

    0.05% of the 13F portfolio, value $651,413.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    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 24,784 shares
    Change vs previous 13F +7,243 shares

    0.05% of the 13F portfolio, value $631,506.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    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 17,541 shares
    Change vs previous 13F +2,499 shares

    0.03% of the 13F portfolio, value $425,202.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    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 15,042 shares
    Change vs previous 13F +405 shares

    0.04% of the 13F portfolio, value $381,167.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    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 14,637 shares
    Change vs previous 13F -3,930 shares

    0.04% of the 13F portfolio, value $388,323.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, L.P.
    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 18,567 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $537,337.

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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