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Barnes Wealth Management Group, Inc: PFE position timeline

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

Barnes Wealth Management Group, Inc held 15,391 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,391 shares
    Change vs previous 13F +795 shares

    0.17% of the 13F portfolio, value $370,615.

    13F-HR 0001172661-26-002787 filed by Barnes Wealth Management Group, Inc
    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 14,596 shares
    Change vs previous 13F +1,786 shares

    0.21% of the 13F portfolio, value $409,856.

    13F-HR 0001172661-26-002405 filed by Barnes Wealth Management Group, Inc
    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 12,810 shares
    Change vs previous 13F -3,320 shares

    0.17% of the 13F portfolio, value $318,969.

    13F-HR 0001172661-26-001324 filed by Barnes Wealth Management Group, Inc
    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 16,130 shares
    Change vs previous 13F -21 shares

    0.23% of the 13F portfolio, value $410,992.

    13F-HR 0001172661-25-004993 filed by Barnes Wealth Management Group, Inc
    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 16,151 shares
    Change vs previous 13F +33 shares

    0.23% of the 13F portfolio, value $391,500.

    13F-HR 0001172661-25-003849 filed by Barnes Wealth Management Group, Inc
    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 16,118 shares
    Change vs previous 13F +1,828 shares

    0.26% of the 13F portfolio, value $408,430.

    13F-HR 0001172661-25-001833 filed by Barnes Wealth Management Group, Inc
    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 14,290 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $379,114.

    13F-HR 0001172661-25-001641 filed by Barnes Wealth Management Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

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