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Disclosery

Great Waters Wealth Management: PFE position timeline

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

Great Waters Wealth Management held 25,381 PFE shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 25,381 shares
    Change vs previous 13F +2 shares

    0.07% of the 13F portfolio, value $723,880.

    13F-HR 0001964535-26-000005 filed by Great Waters Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 25,379 shares
    Change vs previous 13F -134 shares

    0.06% of the 13F portfolio, value $611,120.

    13F-HR 0001964535-26-000003 filed by Great Waters Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 25,513 shares
    Change vs previous 13F -12 shares

    0.08% of the 13F portfolio, value $716,400.

    13F-HR 0001964535-26-000002 filed by Great Waters Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 25,525 shares
    Change vs previous 13F -95 shares

    0.07% of the 13F portfolio, value $635,571.

    13F-HR 0001964535-26-000001 filed by Great Waters Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 25,620 shares
    Change vs previous 13F +5 shares

    0.08% of the 13F portfolio, value $652,788.

    13F-HR 0001964535-25-000006 filed by Great Waters Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 25,615 shares
    Change vs previous 13F -1,845 shares

    0.08% of the 13F portfolio, value $620,901.

    13F-HR 0001964535-25-000004 filed by Great Waters Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 27,460 shares
    Change vs previous 13F +42 shares

    0.1% of the 13F portfolio, value $695,834.

    13F-HR 0001964535-25-000003 filed by Great Waters Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 27,418 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $727,387.

    13F-HR 0001964535-25-000001 filed by Great Waters Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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