Focus Partners Wealth: PFE position timeline

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

Focus Partners Wealth held 2,839,413 PFE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

period ended2026-06-30
13F 2,839,413 shares
Change vs previous 13F -325,023 shares
0.06% of the 13F portfolio, value $68,372,591.
13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- Focus Partners Wealth: 2,693,994 shares
- Focus Partners Advisor Solutions, LLC: 145,419 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 3,164,436 shares
Change vs previous 13F +536,466 shares
0.09% of the 13F portfolio, value $88,828,702.
13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- Focus Partners Wealth: 3,042,752 shares
- Focus Partners Advisor Solutions, LLC: 121,684 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 2,627,970 shares
Change vs previous 13F +506,572 shares
0.07% of the 13F portfolio, value $65,651,296.
13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- Focus Partners Wealth: 2,430,302 shares
- Focus Partners Advisor Solutions, LLC: 197,668 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 2,121,398 shares
Change vs previous 13F +557,800 shares
0.08% of the 13F portfolio, value $53,993,853.
13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- Focus Partners Wealth: 1,965,615 shares
- Focus Partners Advisor Solutions, LLC: 155,783 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,563,598 shares
Change vs previous 13F -83,162 shares
0.07% of the 13F portfolio, value $37,901,644.
13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- Focus Partners Wealth: 1,414,341 shares
- Focus Partners Advisor Solutions, LLC: 149,257 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 1,646,760 shares
Change vs previous 13F +200,247 shares
0.09% of the 13F portfolio, value $41,728,985.
13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
Filed 2025-05-20 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- Focus Partners Wealth: 1,502,189 shares
- Focus Partners Advisor Solutions, LLC: 144,571 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F/A 1,446,513 shares
Change vs previous 13F +551,307 shares
0.09% of the 13F portfolio, value $38,376,034.
13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
Filed 2025-05-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- Focus Partners Wealth: 1,322,167 shares
- Focus Partners Advisor Solutions, LLC: 124,346 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 895,206 shares
Change vs previous 13F not available
0.07% of the 13F portfolio, value $25,571,801.
13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- Focus Partners Wealth: 792,379 shares
- Focus Partners Advisor Solutions, LLC: 102,827 shares
Acceptance time not in the bulk data set (spec §4.2).