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Glass Wealth Management Co LLC: PFE position timeline

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

Glass Wealth Management Co LLC held 100,166 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,166 shares
    Change vs previous 13F +7,850 shares

    0.81% of the 13F portfolio, value $2,411,997.

    13F-HR 0002017692-26-000003 filed by Glass Wealth Management Co 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 92,316 shares
    Change vs previous 13F +2,835 shares

    1% of the 13F portfolio, value $2,592,233.

    13F-HR 0002017692-26-000002 filed by Glass Wealth Management Co 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 89,481 shares
    Change vs previous 13F +989 shares

    0.91% of the 13F portfolio, value $2,228,077.

    13F-HR 0002017692-26-000001 filed by Glass Wealth Management Co 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 88,492 shares
    Change vs previous 13F +3,145 shares

    1.01% of the 13F portfolio, value $2,254,776.

    13F-HR 0002017692-25-000006 filed by Glass Wealth Management Co 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 85,347 shares
    Change vs previous 13F -1,919 shares

    1.1% of the 13F portfolio, value $2,068,811.

    13F-HR 0002017692-25-000005 filed by Glass Wealth Management Co 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 87,266 shares
    Change vs previous 13F -17,129 shares

    1.33% of the 13F portfolio, value $2,211,308.

    13F-HR 0002017692-25-000004 filed by Glass Wealth Management Co 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 104,395 shares
    Change vs previous 13F +709 shares

    1.51% of the 13F portfolio, value $2,769,599.

    13F-HR 0002017692-25-000001 filed by Glass Wealth Management Co 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 103,686 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $3,000,673.

    13F-HR 0002017692-24-000005 filed by Glass Wealth Management Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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