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Cassady Schiller Wealth Management, LLC: PFE position timeline

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

Cassady Schiller Wealth Management, LLC held 2,784 PFE shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 2,784 shares
    Change vs previous 13F -1,133 shares

    0.03% of the 13F portfolio, value $73,860.

    13F-HR 0001855205-25-000006 filed by Cassady Schiller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 3,917 shares
    Change vs previous 13F -41 shares

    0.04% of the 13F portfolio, value $113,358.

    13F-HR 0001855205-24-000048 filed by Cassady Schiller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 3,958 shares
    Change vs previous 13F +807 shares

    0.04% of the 13F portfolio, value $110,745.

    13F-HR 0001855205-24-000027 filed by Cassady Schiller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 3,151 shares
    Change vs previous 13F -1,324 shares

    0.04% of the 13F portfolio, value $87,440.

    13F-HR 0001998414-24-000001 filed by Cassady Schiller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 4,475 shares
    Change vs previous 13F +226 shares

    0.06% of the 13F portfolio, value $128,835.

    13F-HR 0001855205-24-000004 filed by Cassady Schiller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 4,249 shares
    Change vs previous 13F -615 shares

    0.08% of the 13F portfolio, value $140,939.

    13F-HR 0001904425-23-000009 filed by Cassady Schiller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 4,864 shares
    Change vs previous 13F +265 shares

    0.1% of the 13F portfolio, value $178,412.

    13F-HR 0001904425-23-000004 filed by Cassady Schiller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 4,599 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $187,639.

    13F-HR 0001904425-23-000002 filed by Cassady Schiller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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