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Kestra Advisory Services, LLC: PFE position timeline

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

Kestra Advisory Services, LLC held 2,291,449 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,291,449 shares
    Change vs previous 13F -66,889 shares

    0.12% of the 13F portfolio, value $55,178,095.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 297,975 shares
    • Kestra Advisory Services, LLC: 1,884,553 shares
    • Kestra Investment Management, LLC: 108,921 shares

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

  2. period ended2026-03-31
    13F 2,358,338 shares
    Change vs previous 13F +321,311 shares

    0.16% of the 13F portfolio, value $66,222,142.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 301,876 shares
    • Kestra Advisory Services, LLC: 1,954,595 shares
    • Kestra Investment Management, LLC: 101,867 shares

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

  3. period ended2025-12-31
    13F 2,037,027 shares
    Change vs previous 13F +99,706 shares

    0.16% of the 13F portfolio, value $50,721,968.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 331,741 shares
    • Kestra Advisory Services, LLC: 1,705,286 shares

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

  4. period ended2025-09-30
    13F 1,937,321 shares
    Change vs previous 13F +160,429 shares

    0.17% of the 13F portfolio, value $49,362,935.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 360,578 shares
    • Kestra Advisory Services, LLC: 1,576,743 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 1,776,892 shares
    Change vs previous 13F +254,692 shares

    0.14% of the 13F portfolio, value $43,071,880.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 303,587 shares
    • Kestra Advisory Services, LLC: 1,409,516 shares
    • Kestra Investment Management, LLC: 63,789 shares

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

  6. period ended2025-03-31
    13F/A 1,522,200 shares
    Change vs previous 13F +5,009 shares

    0.13% of the 13F portfolio, value $38,572,549.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 299,796 shares
    • Kestra Advisory Services, LLC: 1,141,114 shares
    • Kestra Investment Management, LLC: 81,290 shares

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

  7. period ended2024-12-31
    13F 1,517,191 shares
    Change vs previous 13F -149,219 shares

    0.15% of the 13F portfolio, value $40,251,081.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 296,263 shares
    • Kestra Advisory Services, LLC: 1,162,257 shares
    • Kestra Investment Management, LLC: 58,671 shares

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

  8. period ended2024-09-30
    13F 1,666,410 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $48,225,898.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 288,194 shares
    • Kestra Advisory Services, LLC: 1,314,686 shares
    • Kestra Investment Management, LLC: 63,530 shares

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