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Cove Private Wealth, LLC: PFE position timeline

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

Cove Private Wealth, LLC held 84,332 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 84,332 shares
    Change vs previous 13F +355 shares

    0.39% of the 13F portfolio, value $2,030,715.

    13F-HR 0001172661-26-002962 filed by Cove Private 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 83,977 shares
    Change vs previous 13F +1,195 shares

    0.54% of the 13F portfolio, value $2,358,074.

    13F-HR 0001172661-26-001836 filed by Cove Private 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 82,782 shares
    Change vs previous 13F -8,402 shares

    0.61% of the 13F portfolio, value $2,061,272.

    13F-HR 0001172661-26-000294 filed by Cove Private 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 91,184 shares
    Change vs previous 13F -3,200 shares

    0.74% of the 13F portfolio, value $2,323,368.

    13F-HR 0001172661-25-004603 filed by Cove Private 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 94,384 shares
    Change vs previous 13F +1,754 shares

    0.81% of the 13F portfolio, value $2,287,868.

    13F-HR 0001172661-25-002622 filed by Cove Private 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 92,630 shares
    Change vs previous 13F +350 shares

    1.23% of the 13F portfolio, value $2,347,244.

    13F-HR 0001172661-25-001698 filed by Cove Private 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 92,280 shares
    Change vs previous 13F +80,650 shares

    1.47% of the 13F portfolio, value $2,448,188.

    13F-HR 0001172661-25-000218 filed by Cove Private 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 11,630 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $336,572.

    13F-HR 0001172661-24-004364 filed by Cove Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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