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Disclosery

Destination Wealth Management: PFE position timeline

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

Destination Wealth Management held 976,104 PFE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 976,104 shares
    Change vs previous 13F +32,854 shares

    0.55% of the 13F portfolio, value $23,504,585.

    13F-HR 0001278573-26-000008 filed by Destination Wealth Management
    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 943,250 shares
    Change vs previous 13F +125,344 shares

    0.69% of the 13F portfolio, value $26,486,457.

    13F-HR 0001278573-26-000006 filed by Destination Wealth Management
    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 817,906 shares
    Change vs previous 13F -42,356 shares

    0.53% of the 13F portfolio, value $20,365,850.

    13F-HR 0001278573-26-000003 filed by Destination Wealth Management
    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 860,262 shares
    Change vs previous 13F +39,794 shares

    0.6% of the 13F portfolio, value $21,919,477.

    13F-HR 0001278573-25-000012 filed by Destination Wealth Management
    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 820,468 shares
    Change vs previous 13F +48,068 shares

    0.58% of the 13F portfolio, value $19,888,155.

    13F-HR 0001278573-25-000009 filed by Destination Wealth Management
    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 772,400 shares
    Change vs previous 13F +88,729 shares

    0.62% of the 13F portfolio, value $19,572,618.

    13F-HR 0001278573-25-000006 filed by Destination Wealth Management
    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 683,671 shares
    Change vs previous 13F -20,257 shares

    0.57% of the 13F portfolio, value $18,137,788.

    13F-HR 0001278573-25-000002 filed by Destination Wealth Management
    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 703,928 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $20,371,676.

    13F-HR 0001278573-24-000010 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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