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Disclosery

XML Financial, LLC: PFE position timeline

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

XML Financial, LLC held 99,422 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 99,422 shares
    Change vs previous 13F -18,053 shares

    0.17% of the 13F portfolio, value $2,394,071.

    13F-HR 0001725547-26-000254 filed by XML 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 117,475 shares
    Change vs previous 13F -10,368 shares

    0.27% of the 13F portfolio, value $3,298,699.

    13F-HR 0001725547-26-000139 filed by XML 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 127,843 shares
    Change vs previous 13F -13,290 shares

    0.26% of the 13F portfolio, value $3,183,287.

    13F-HR 0001725547-26-000074 filed by XML 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 141,133 shares
    Change vs previous 13F -6,480 shares

    0.29% of the 13F portfolio, value $3,596,059.

    13F-HR 0001725547-25-004125 filed by XML 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 147,613 shares
    Change vs previous 13F -3,666 shares

    0.31% of the 13F portfolio, value $3,578,130.

    13F-HR 0001725547-25-003469 filed by XML 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 151,279 shares
    Change vs previous 13F -6,172 shares

    0.36% of the 13F portfolio, value $3,833,419.

    13F-HR 0001725547-25-001441 filed by XML 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 157,451 shares
    Change vs previous 13F -24,568 shares

    0.38% of the 13F portfolio, value $4,177,185.

    13F-HR 0001725547-25-000138 filed by XML 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 182,019 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $5,267,641.

    13F-HR 0001725547-24-006074 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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