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Disclosery

Balboa Wealth Partners: PFE position timeline

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

Balboa Wealth Partners held 26,316 PFE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,316 shares
    Change vs previous 13F -1,370 shares

    0.09% of the 13F portfolio, value $633,693.

    13F-HR 0001951757-26-001195 filed by Balboa Wealth Partners
    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 27,686 shares
    Change vs previous 13F -1,363 shares

    0.13% of the 13F portfolio, value $777,429.

    13F-HR 0001951757-26-000626 filed by Balboa Wealth Partners
    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 29,049 shares
    Change vs previous 13F +485 shares

    0.12% of the 13F portfolio, value $723,324.

    13F-HR 0001951757-26-000198 filed by Balboa Wealth Partners
    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 28,564 shares
    Change vs previous 13F -1,108 shares

    0.13% of the 13F portfolio, value $727,806.

    13F-HR 0001951757-25-001279 filed by Balboa Wealth Partners
    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 29,672 shares
    Change vs previous 13F -1,072 shares

    0.14% of the 13F portfolio, value $719,257.

    13F-HR 0001951757-25-000993 filed by Balboa Wealth Partners
    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 30,744 shares
    Change vs previous 13F +66 shares

    0.19% of the 13F portfolio, value $779,050.

    13F-HR 0001951757-25-000427 filed by Balboa Wealth Partners
    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 30,678 shares
    Change vs previous 13F +480 shares

    0.19% of the 13F portfolio, value $813,892.

    13F-HR 0001951757-25-000212 filed by Balboa Wealth Partners
    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 30,198 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $873,921.

    13F-HR 0001951757-24-001171 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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