Skip to content
Disclosery

Concord Wealth Partners: PFE position timeline

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

Concord Wealth Partners held 91,262 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,262 shares
    Change vs previous 13F +1,036 shares

    0.14% of the 13F portfolio, value $2,197,581.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 47,796 shares
    • Concord Asset Management, LLC/VA: 43,466 shares

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

  2. period ended2026-03-31
    13F 90,226 shares
    Change vs previous 13F +3,829 shares

    0.19% of the 13F portfolio, value $2,533,556.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 46,655 shares
    • Concord Asset Management, LLC/VA: 43,571 shares

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

  3. period ended2025-12-31
    13F 86,397 shares
    Change vs previous 13F -219 shares

    0.16% of the 13F portfolio, value $2,151,293.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 44,628 shares
    • Concord Asset Management, LLC/VA: 41,769 shares

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

  4. period ended2025-09-30
    13F 86,616 shares
    Change vs previous 13F -2,426 shares

    0.17% of the 13F portfolio, value $2,206,959.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 44,706 shares
    • Concord Asset Management, LLC/VA: 41,910 shares

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

  5. period ended2025-06-30
    13F 89,042 shares
    Change vs previous 13F -7,539 shares

    0.16% of the 13F portfolio, value $2,158,362.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 44,521 shares
    • Concord Asset Management, LLC/VA: 44,521 shares

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

  6. period ended2025-03-31
    13F 96,581 shares
    Change vs previous 13F +65,736 shares

    0.22% of the 13F portfolio, value $2,305,083.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 48,349 shares
    • Concord Asset Management, LLC/VA: 48,232 shares

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

  7. period ended2024-12-31
    13F 30,845 shares
    Change vs previous 13F +25,849 shares

    0.08% of the 13F portfolio, value $818,322.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 17,634 shares
    • Concord Asset Management, LLC/VA: 13,211 shares

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

  8. period ended2024-09-30
    13F 4,996 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $144,578.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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