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Disclosery

Gradient Investments LLC: PFE position timeline

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

Gradient Investments LLC held 12,087 PFE shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,087 shares
    Change vs previous 13F -1,044 shares

    <0.01% of the 13F portfolio, value $344,731.

    13F-HR 0001542265-26-000006 filed by Gradient Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,131 shares
    Change vs previous 13F +1,346 shares

    <0.01% of the 13F portfolio, value $316,186.

    13F-HR 0001542265-26-000005 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 11,785 shares
    Change vs previous 13F -112,019 shares

    0.01% of the 13F portfolio, value $330,931.

    13F-HR 0001542265-26-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 123,804 shares
    Change vs previous 13F -36,504 shares

    0.05% of the 13F portfolio, value $3,082,725.

    13F-HR 0001542265-26-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 160,308 shares
    Change vs previous 13F -649,053 shares

    0.07% of the 13F portfolio, value $4,084,646.

    13F-HR 0001542265-25-000007 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 809,361 shares
    Change vs previous 13F -351,121 shares

    0.36% of the 13F portfolio, value $19,618,902.

    13F-HR 0001542265-25-000004 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,160,482 shares
    Change vs previous 13F +50,650 shares

    0.59% of the 13F portfolio, value $29,406,603.

    13F-HR 0001542265-25-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,109,832 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $29,443,847.

    13F-HR 0001542265-25-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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