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CARY STREET PARTNERS ASSET MANAGEMENT LLC: PFE position timeline

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 161,192 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 161,192 shares
    Change vs previous 13F +13,777 shares

    0.08% of the 13F portfolio, value $3,881,501.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 153,898 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 7,294 shares

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

  2. period ended2026-03-31
    13F 147,415 shares
    Change vs previous 13F -111,907 shares

    0.09% of the 13F portfolio, value $4,139,399.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 139,624 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 7,791 shares

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

  3. period ended2025-12-31
    13F 259,322 shares
    Change vs previous 13F -10,937 shares

    0.15% of the 13F portfolio, value $6,457,119.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 251,907 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 7,415 shares

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

  4. period ended2025-09-30
    13F 270,259 shares
    Change vs previous 13F +20,162 shares

    0.17% of the 13F portfolio, value $6,886,196.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 261,861 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 8,398 shares

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

  5. period ended2025-06-30
    13F 250,097 shares
    Change vs previous 13F +16,999 shares

    0.16% of the 13F portfolio, value $6,062,341.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 245,156 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,941 shares

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

  6. period ended2025-03-31
    13F 233,098 shares
    Change vs previous 13F +100,564 shares

    0.18% of the 13F portfolio, value $5,906,694.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 230,339 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,759 shares

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

  7. period ended2024-12-31
    13F 132,534 shares
    Change vs previous 13F -3,285 shares

    0.11% of the 13F portfolio, value $3,516,115.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 129,145 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,389 shares

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

  8. period ended2024-09-30
    13F 135,819 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,930,606.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 135,819 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 18,865 shares (included in another member's report, not added)

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