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Accurate Wealth Management, LLC: PFE position timeline

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

Accurate Wealth Management, LLC held 59,520 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,520 shares
    Change vs previous 13F +5,175 shares

    0.14% of the 13F portfolio, value $1,438,609.

    13F-HR 0001754960-26-000528 filed by Accurate Wealth Management, 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 54,345 shares
    Change vs previous 13F +9,597 shares

    0.18% of the 13F portfolio, value $1,463,009.

    13F-HR 0001754960-26-000311 filed by Accurate Wealth Management, 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 44,748 shares
    Change vs previous 13F +3,437 shares

    0.14% of the 13F portfolio, value $1,140,127.

    13F-HR 0001754960-26-000054 filed by Accurate Wealth Management, 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 41,311 shares
    Change vs previous 13F -1,222 shares

    0.13% of the 13F portfolio, value $1,013,004.

    13F-HR 0001754960-25-000687 filed by Accurate Wealth Management, 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 42,533 shares
    Change vs previous 13F +4,724 shares

    0.17% of the 13F portfolio, value $1,096,453.

    13F-HR 0001754960-25-000384 filed by Accurate Wealth Management, 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 37,809 shares
    Change vs previous 13F +2,073 shares

    0.16% of the 13F portfolio, value $828,326.

    13F-HR 0001754960-25-000190 filed by Accurate Wealth Management, 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 35,736 shares
    Change vs previous 13F +5,360 shares

    0.18% of the 13F portfolio, value $954,893.

    13F-HR 0001754960-25-000019 filed by Accurate Wealth Management, 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 30,376 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $894,190.

    13F-HR 0001754960-24-000509 filed by Accurate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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