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Disclosery

Pathstone Holdings, LLC: PFE position timeline

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

Pathstone Holdings, LLC held 652,887 PFE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 652,887 shares
    Change vs previous 13F +17,861 shares

    0.05% of the 13F portfolio, value $15,752,971.

    13F-HR 0002011612-26-000003 filed by Pathstone Holdings, LLC
    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 635,026 shares
    Change vs previous 13F +65,951 shares

    0.07% of the 13F portfolio, value $17,823,032.

    13F-HR 0002011612-26-000002 filed by Pathstone Holdings, LLC
    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 569,075 shares
    Change vs previous 13F +21,619 shares

    0.05% of the 13F portfolio, value $14,169,950.

    13F-HR 0002011612-26-000001 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 547,456 shares
    Change vs previous 13F +31,942 shares

    0.05% of the 13F portfolio, value $13,949,180.

    13F-HR 0002011612-25-000002 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 515,514 shares
    Change vs previous 13F -335,425 shares

    0.05% of the 13F portfolio, value $12,467,300.

    13F-HR 0001085146-25-004936 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 850,939 shares
    Change vs previous 13F +290,003 shares

    0.09% of the 13F portfolio, value $21,509,493.

    13F-HR 0001085146-25-003172 filed by Pathstone Holdings, LLC
    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 560,936 shares
    Change vs previous 13F -85,935 shares

    0.07% of the 13F portfolio, value $14,882,026.

    13F-HR 0001085146-25-001679 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 646,871 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $18,720,410.

    13F-HR 0001085146-24-005443 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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