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Disclosery

BCS Wealth Management: PFE position timeline

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

BCS Wealth Management held 26,000 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 26,000 shares
    Change vs previous 13F -670 shares

    0.11% of the 13F portfolio, value $626,078.

    13F-HR 0001798172-26-000003 filed by BCS 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 26,670 shares
    Change vs previous 13F -26,670 shares

    0.15% of the 13F portfolio, value $748,897.

    13F-HR 0001798172-26-000002 filed by BCS 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 53,340 shares
    Change vs previous 13F +26,670 shares

    0.13% of the 13F portfolio, value $1,328,160.

    13F-HR 0001798172-26-000001 filed by BCS 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 26,670 shares
    Change vs previous 13F -22,439 shares

    0.15% of the 13F portfolio, value $679,539.

    13F-HR 0001798172-25-000007 filed by BCS 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 49,109 shares
    Change vs previous 13F +4,329 shares

    0.26% of the 13F portfolio, value $1,190,000.

    13F-HR 0001798172-25-000004 filed by BCS 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 44,780 shares
    Change vs previous 13F -935 shares

    0.29% of the 13F portfolio, value $1,135,000.

    13F-HR 0001798172-25-000003 filed by BCS 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 45,715 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,213,000.

    13F-HR 0001798172-25-000001 filed by BCS Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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