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AVISO WEALTH MANAGEMENT: PFE position timeline

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

AVISO WEALTH MANAGEMENT held 29,775 PFE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,775 shares
    Change vs previous 13F -2,965 shares

    0.24% of the 13F portfolio, value $716,994.

    13F-HR 0002011802-26-000003 filed by AVISO 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 32,740 shares
    Change vs previous 13F -1,364 shares

    0.41% of the 13F portfolio, value $919,353.

    13F-HR 0002011802-26-000002 filed by AVISO 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 34,104 shares
    Change vs previous 13F -4,211 shares

    0.36% of the 13F portfolio, value $849,202.

    13F-HR 0002011802-26-000001 filed by AVISO 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 38,315 shares
    Change vs previous 13F -4,369 shares

    0.43% of the 13F portfolio, value $976,259.

    13F-HR 0002011802-25-000007 filed by AVISO 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 42,684 shares
    Change vs previous 13F -7,585 shares

    0.48% of the 13F portfolio, value $1,034,653.

    13F-HR 0002011802-25-000003 filed by AVISO 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 50,269 shares
    Change vs previous 13F -24,757 shares

    0.68% of the 13F portfolio, value $1,273,809.

    13F-HR 0002011802-25-000002 filed by AVISO 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 75,026 shares
    Change vs previous 13F -7,737 shares

    1.02% of the 13F portfolio, value $1,990,436.

    13F-HR 0002011802-25-000001 filed by AVISO 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 82,763 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $2,395,165.

    13F-HR 0002011802-24-000004 filed by AVISO WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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