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Disclosery

Bogart Wealth, LLC: PFE position timeline

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

Bogart Wealth, LLC held 512,324 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 512,324 shares
    Change vs previous 13F +25,805 shares

    0.42% of the 13F portfolio, value $12,336,759.

    13F-HR 0001715740-26-000004 filed by Bogart 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 486,519 shares
    Change vs previous 13F +16,316 shares

    0.53% of the 13F portfolio, value $13,661,441.

    13F-HR 0001715740-26-000003 filed by Bogart 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 470,203 shares
    Change vs previous 13F -2,441 shares

    0.47% of the 13F portfolio, value $11,708,062.

    13F-HR 0001715740-26-000002 filed by Bogart 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 472,644 shares
    Change vs previous 13F +61,485 shares

    0.49% of the 13F portfolio, value $12,042,959.

    13F-HR 0001715740-25-000009 filed by Bogart 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 411,159 shares
    Change vs previous 13F +23,380 shares

    0.43% of the 13F portfolio, value $9,966,483.

    13F-HR 0001715740-25-000008 filed by Bogart 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 387,779 shares
    Change vs previous 13F +21,526 shares

    0.46% of the 13F portfolio, value $9,826,331.

    13F-HR 0001715740-25-000005 filed by Bogart 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 366,253 shares
    Change vs previous 13F +126,501 shares

    0.46% of the 13F portfolio, value $9,716,695.

    13F-HR 0001715740-25-000003 filed by Bogart Wealth, LLC
    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 239,752 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $6,938,437.

    13F-HR 0001715740-24-000008 filed by Bogart Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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