Future Financial Wealth Managment LLC: PFE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Future Financial Wealth Managment LLC on PFE, newest first. How the timeline and the estimate are built.
Future Financial Wealth Managment LLC held 24,465 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 24,465 sharesChange vs previous 13F -697 shares
0.38% of the 13F portfolio, value $611,879.
13F-HR 0001801892-26-000003 filed by Future Financial Wealth Managment LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 25,162 sharesChange vs previous 13F +3,004 shares
0.44% of the 13F portfolio, value $684,144.
13F-HR 0001801892-26-000002 filed by Future Financial Wealth Managment LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 22,158 sharesChange vs previous 13F +1,304 shares
0.38% of the 13F portfolio, value $565,469.
13F-HR 0001801892-26-000001 filed by Future Financial Wealth Managment LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 20,854 sharesChange vs previous 13F -996 shares
0.33% of the 13F portfolio, value $531,364.
13F-HR 0001801892-25-000005 filed by Future Financial Wealth Managment LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 21,850 sharesChange vs previous 13F +388 shares
0.36% of the 13F portfolio, value $529,652.
13F-HR 0001801892-25-000004 filed by Future Financial Wealth Managment LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 21,462 sharesChange vs previous 13F +7,329 shares
0.4% of the 13F portfolio, value $543,836.
13F-HR 0001801892-25-000002 filed by Future Financial Wealth Managment LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 14,133 sharesChange vs previous 13F +753 shares
0.27% of the 13F portfolio, value $374,952.
13F-HR 0001801892-25-000001 filed by Future Financial Wealth Managment LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 13,380 sharesChange vs previous 13F not available
0.28% of the 13F portfolio, value $387,209.
13F-HR 0001801892-24-000005 filed by Future Financial Wealth Managment LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).