Skip to content
Disclosery

Advisor OS, LLC: PFE position timeline

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

Advisor OS, LLC held 39,006 PFE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,006 shares
    Change vs previous 13F -2,057 shares

    0.06% of the 13F portfolio, value $939,277.

    13F-HR 0001085146-26-000561 filed by Advisor OS, 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 41,063 shares
    Change vs previous 13F +1,717 shares

    0.08% of the 13F portfolio, value $1,153,039.

    13F-HR 0001085146-26-000400 filed by Advisor OS, 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 39,346 shares
    Change vs previous 13F +2,804 shares

    0.08% of the 13F portfolio, value $979,712.

    13F-HR 0001085146-26-000144 filed by Advisor OS, 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 36,542 shares
    Change vs previous 13F -33,188 shares

    0.08% of the 13F portfolio, value $931,098.

    13F-HR 0001085146-25-005980 filed by Advisor OS, 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 69,730 shares
    Change vs previous 13F +14,264 shares

    0.17% of the 13F portfolio, value $1,690,272.

    13F-HR 0001085146-25-005152 filed by Advisor OS, 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 55,466 shares
    Change vs previous 13F +1,924 shares

    0.16% of the 13F portfolio, value $1,405,503.

    13F-HR 0001085146-25-002654 filed by Advisor OS, 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 53,542 shares
    Change vs previous 13F +4,140 shares

    0.16% of the 13F portfolio, value $1,420,463.

    13F-HR 0001085146-25-000780 filed by Advisor OS, 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 49,402 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,429,694.

    13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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