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FRG Family Wealth Advisors LLC: PFE position timeline

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

FRG Family Wealth Advisors LLC held 20,298 PFE shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 20,298 shares
    Change vs previous 13F -5,437 shares

    0.09% of the 13F portfolio, value $569,968.

    13F-HR 0001893327-26-000002 filed by FRG Family 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 ended2025-12-31
    13F 25,735 shares
    Change vs previous 13F -114 shares

    0.1% of the 13F portfolio, value $640,802.

    13F-HR 0001893327-26-000001 filed by FRG Family 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 ended2025-09-30
    13F 25,849 shares
    Change vs previous 13F -1,100 shares

    0.11% of the 13F portfolio, value $658,633.

    13F-HR 0001893327-25-000008 filed by FRG Family 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 ended2025-06-30
    13F 26,949 shares
    Change vs previous 13F -2,560 shares

    0.11% of the 13F portfolio, value $653,244.

    13F-HR 0001893327-25-000005 filed by FRG Family 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 ended2025-03-31
    13F 29,509 shares
    Change vs previous 13F -15,006 shares

    0.14% of the 13F portfolio, value $747,758.

    13F-HR 0001893327-25-000002 filed by FRG Family 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 ended2024-12-31
    13F 44,515 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $1,180,983.

    13F-HR 0001893327-25-000001 filed by FRG Family 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 ended2024-09-30
    13F 44,515 shares
    Change vs previous 13F +165 shares

    0.23% of the 13F portfolio, value $1,288,264.

    13F-HR 0001893327-24-000005 filed by FRG Family 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 ended2024-06-30
    13F 44,350 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,300,342.

    13F-HR 0001893327-24-000003 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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