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Diversify Advisory Services, LLC: PFE position timeline

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

Diversify Advisory Services, LLC held 234,932 PFE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 234,932 shares
    Change vs previous 13F +64,825 shares

    0.05% of the 13F portfolio, value $5,795,750.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 117,466 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 117,466 shares

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

  2. period ended2026-03-31
    13F 170,107 shares
    Change vs previous 13F -245,521 shares

    0.07% of the 13F portfolio, value $4,467,017.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 42,380 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 127,727 shares

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

  3. period ended2024-09-30
    13F 415,628 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $11,986,879.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 406,186 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 9,442 shares

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