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CCG WEALTH MANAGEMENT, LLC: PFE position timeline

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

CCG WEALTH MANAGEMENT, LLC held 10,166 PFE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,166 shares
    Change vs previous 13F -692 shares

    0.06% of the 13F portfolio, value $244,797.

    13F-HR 0001951757-26-001141 filed by CCG 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 ended2026-03-31
    13F 10,858 shares
    Change vs previous 13F +1,074 shares

    0.08% of the 13F portfolio, value $304,893.

    13F-HR 0001951757-26-000541 filed by CCG 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 ended2025-12-31
    13F 9,784 shares
    Change vs previous 13F +294 shares

    0.1% of the 13F portfolio, value $243,622.

    13F-HR 0001951757-26-000259 filed by CCG 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 ended2025-09-30
    13F 9,490 shares
    Change vs previous 13F -2,153 shares

    0.11% of the 13F portfolio, value $241,805.

    13F-HR 0001951757-25-001235 filed by CCG 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 ended2025-06-30
    13F 11,643 shares
    Change vs previous 13F +3,737 shares

    0.15% of the 13F portfolio, value $282,226.

    13F-HR 0001951757-25-000959 filed by CCG 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 ended2025-03-31
    13F 7,906 shares
    Change vs previous 13F +7,906 shares

    0.12% of the 13F portfolio, value $200,338.

    13F-HR 0001951757-25-000400 filed by CCG 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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F -7,702 shares

    13F-HR 0001951757-25-000121 filed by CCG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 7,702 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $222,896.

    13F-HR 0001951757-24-001028 filed by CCG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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