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Focused Wealth Management, Inc: PFE position timeline

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

Focused Wealth Management, Inc held 119,833 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 119,833 shares
    Change vs previous 13F +4,575 shares

    0.25% of the 13F portfolio, value $2,885,571.

    13F-HR 0002085853-26-000947 filed by Focused Wealth Management, Inc
    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 115,258 shares
    Change vs previous 13F +5,541 shares

    0.34% of the 13F portfolio, value $3,236,451.

    13F-HR 0002085853-26-000415 filed by Focused Wealth Management, Inc
    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 109,717 shares
    Change vs previous 13F -266 shares

    0.29% of the 13F portfolio, value $2,731,943.

    13F-HR 0002085853-26-000135 filed by Focused Wealth Management, Inc
    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 109,983 shares
    Change vs previous 13F +1,511 shares

    0.3% of the 13F portfolio, value $2,802,362.

    13F-HR 0002085853-25-000057 filed by Focused Wealth Management, Inc
    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 108,472 shares
    Change vs previous 13F +2,862 shares

    0.32% of the 13F portfolio, value $2,629,357.

    13F-HR 0001667731-25-000798 filed by Focused Wealth Management, Inc
    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 105,610 shares
    Change vs previous 13F +9,429 shares

    0.36% of the 13F portfolio, value $2,676,169.

    13F-HR 0001667731-25-000566 filed by Focused Wealth Management, Inc
    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 96,181 shares
    Change vs previous 13F -8,515 shares

    0.34% of the 13F portfolio, value $2,551,671.

    13F-HR 0001667731-25-000144 filed by Focused Wealth Management, Inc
    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 104,696 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $3,029,896.

    13F-HR 0001586052-24-000004 filed by Focused Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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