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Disclosery

Activest Wealth Management: PFE position timeline

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

Activest Wealth Management held 8,877 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,877 shares
    Change vs previous 13F -15,944 shares

    0.04% of the 13F portfolio, value $213,758.

    13F-HR 0001883134-26-000003 filed by Activest Wealth Management
    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 24,821 shares
    Change vs previous 13F +7,104 shares

    0.12% of the 13F portfolio, value $696,962.

    13F-HR 0001883134-26-000002 filed by Activest Wealth Management
    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 17,717 shares
    Change vs previous 13F -7,098 shares

    0.08% of the 13F portfolio, value $441,159.

    13F-HR 0001883134-26-000001 filed by Activest Wealth Management
    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 24,815 shares
    Change vs previous 13F +4,293 shares

    0.13% of the 13F portfolio, value $632,296.

    13F-HR 0001883134-25-000008 filed by Activest Wealth Management
    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 20,522 shares
    Change vs previous 13F +15,240 shares

    0.12% of the 13F portfolio, value $497,443.

    13F-HR 0001883134-25-000005 filed by Activest Wealth Management
    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 5,282 shares
    Change vs previous 13F +1,530 shares

    0.04% of the 13F portfolio, value $133,834.

    13F-HR 0001883134-25-000004 filed by Activest Wealth Management
    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 3,752 shares
    Change vs previous 13F -403 shares

    0.03% of the 13F portfolio, value $99,548.

    13F-HR 0001883134-25-000001 filed by Activest Wealth Management
    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 4,155 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $120,257.

    13F-HR 0001879757-24-000010 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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