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Disclosery

Forum Financial Management, LP: PFE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Forum Financial Management, LP on PFE, newest first. How the timeline and the estimate are built.

Forum Financial Management, LP held 38,668 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,668 shares
    Change vs previous 13F +2,590 shares

    0.01% of the 13F portfolio, value $931,109.

    13F-HR 0001911832-26-000005 filed by Forum Financial Management, LP
    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 36,078 shares
    Change vs previous 13F -62,705 shares

    0.01% of the 13F portfolio, value $1,013,048.

    13F-HR 0001911832-26-000004 filed by Forum Financial Management, LP
    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 98,783 shares
    Change vs previous 13F -19,121 shares

    0.03% of the 13F portfolio, value $2,459,690.

    13F-HR 0001911832-26-000002 filed by Forum Financial Management, LP
    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 117,904 shares
    Change vs previous 13F +37,820 shares

    0.04% of the 13F portfolio, value $3,004,200.

    13F-HR 0001911832-25-000010 filed by Forum Financial Management, LP
    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 80,084 shares
    Change vs previous 13F -24,412 shares

    0.03% of the 13F portfolio, value $1,941,238.

    13F-HR 0001911832-25-000007 filed by Forum Financial Management, LP
    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 104,496 shares
    Change vs previous 13F +7,851 shares

    0.04% of the 13F portfolio, value $2,647,932.

    13F-HR 0001911832-25-000004 filed by Forum Financial Management, LP
    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/A 96,645 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,564,010.

    13F-HR/A 0001911832-25-000003 filed by Forum Financial Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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