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Disclosery

BSW Wealth Partners: PFE position timeline

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

BSW Wealth Partners held 66,011 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,011 shares
    Change vs previous 13F -1,462 shares

    0.18% of the 13F portfolio, value $1,589,542.

    13F-HR 0001512601-26-000007 filed by BSW 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 67,473 shares
    Change vs previous 13F +9,718 shares

    0.23% of the 13F portfolio, value $1,894,628.

    13F-HR 0001512601-26-000005 filed by BSW 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 57,755 shares
    Change vs previous 13F -6,516 shares

    0.17% of the 13F portfolio, value $1,438,098.

    13F-HR 0001512601-26-000003 filed by BSW 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 64,271 shares
    Change vs previous 13F +2,225 shares

    0.2% of the 13F portfolio, value $1,637,621.

    13F-HR 0001512601-25-000013 filed by BSW 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 62,046 shares
    Change vs previous 13F -8,163 shares

    0.21% of the 13F portfolio, value $1,504,004.

    13F-HR 0001512601-25-000009 filed by BSW 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 70,209 shares
    Change vs previous 13F +17,274 shares

    0.27% of the 13F portfolio, value $1,779,105.

    13F-HR 0001512601-25-000007 filed by BSW 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 52,935 shares
    Change vs previous 13F +1,111 shares

    0.21% of the 13F portfolio, value $1,404,370.

    13F-HR 0001512601-25-000003 filed by BSW 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 51,824 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,499,800.

    13F-HR 0001512601-24-000017 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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