Skip to content
Disclosery

INTEGRATED WEALTH COUNSEL, LLC: PFE position timeline

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

INTEGRATED WEALTH COUNSEL, LLC held 16,518 PFE shares at 2016-12-31 per its 13F-HR filed 2017-02-06.

the latest 13F is the newest step

  1. period ended2016-12-31
    13F 16,518 shares
    Change vs previous 13F 0 shares

    1.15% of the 13F portfolio, value $537,000.

    13F-HR 0001110443-17-000001 filed by INTEGRATED WEALTH COUNSEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2016-09-30
    13F 16,518 shares
    Change vs previous 13F +16,518 shares

    1.18% of the 13F portfolio, value $559,000.

    13F-HR 0001110443-16-000008 filed by INTEGRATED WEALTH COUNSEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2015-06-30
    13F 0 shares
    Change vs previous 13F -1,799 shares

    13F-HR 0001110443-15-000003 filed by INTEGRATED WEALTH COUNSEL, 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.

  4. period ended2015-03-31
    13F 1,799 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $63,000.

    13F-HR 0001110443-15-000002 filed by INTEGRATED WEALTH COUNSEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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