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Disclosery

Alteri Wealth LLC: PFE position timeline

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

Alteri Wealth LLC held 16,607 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,607 shares
    Change vs previous 13F -383 shares

    0.11% of the 13F portfolio, value $399,891.

    13F-HR 0001765380-26-000232 filed by Alteri Wealth 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 16,990 shares
    Change vs previous 13F -3,077 shares

    0.15% of the 13F portfolio, value $477,093.

    13F-HR 0001765380-26-000172 filed by Alteri Wealth 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 20,067 shares
    Change vs previous 13F -207 shares

    0.16% of the 13F portfolio, value $499,661.

    13F-HR 0001765380-26-000101 filed by Alteri Wealth 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 20,274 shares
    Change vs previous 13F +3,498 shares

    0.18% of the 13F portfolio, value $516,572.

    13F-HR 0001765380-25-000456 filed by Alteri Wealth 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 16,776 shares
    Change vs previous 13F -2,806 shares

    0.16% of the 13F portfolio, value $406,639.

    13F-HR 0001765380-25-000322 filed by Alteri Wealth 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 19,582 shares
    Change vs previous 13F -1,011 shares

    0.22% of the 13F portfolio, value $496,215.

    13F-HR 0001765380-25-000184 filed by Alteri Wealth 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 20,593 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $546,338.

    13F-HR 0001765380-25-000115 filed by Alteri Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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