Skip to content
Disclosery

Foster Victor Wealth Advisors, LLC: PFE position timeline

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

Foster Victor Wealth Advisors, LLC held 819,225 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 819,225 shares
    Change vs previous 13F +33,570 shares

    1.04% of the 13F portfolio, value $19,866,197.

    13F-HR 0001769063-26-000003 filed by Foster Victor Wealth Advisors, 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 785,655 shares
    Change vs previous 13F +89,704 shares

    1.22% of the 13F portfolio, value $21,299,117.

    13F-HR 0001769063-26-000002 filed by Foster Victor Wealth Advisors, 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 695,951 shares
    Change vs previous 13F -9,307 shares

    1.04% of the 13F portfolio, value $17,851,141.

    13F-HR 0001769063-26-000001 filed by Foster Victor Wealth Advisors, 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 705,258 shares
    Change vs previous 13F +60,667 shares

    1.2% of the 13F portfolio, value $19,302,909.

    13F-HR 0001085146-25-005901 filed by Foster Victor Wealth Advisors, 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 644,591 shares
    Change vs previous 13F +46,116 shares

    1.12% of the 13F portfolio, value $16,475,753.

    13F-HR 0001085146-25-003864 filed by Foster Victor Wealth Advisors, 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 598,475 shares
    Change vs previous 13F +34,440 shares

    1.05% of the 13F portfolio, value $13,112,577.

    13F-HR 0001085146-25-002140 filed by Foster Victor Wealth Advisors, 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 564,035 shares
    Change vs previous 13F +112,616 shares

    1.14% of the 13F portfolio, value $14,834,108.

    13F-HR 0001085146-25-000412 filed by Foster Victor Wealth Advisors, 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 451,419 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $13,628,326.

    13F-HR 0001085146-24-004905 filed by Foster Victor Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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