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Disclosery

HB Wealth Management, LLC: PFE position timeline

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

HB Wealth Management, LLC held 350,351 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 350,351 shares
    Change vs previous 13F +6,362 shares

    0.05% of the 13F portfolio, value $8,436,470.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 343,989 shares
    Change vs previous 13F +15,142 shares

    0.06% of the 13F portfolio, value $9,659,222.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 328,847 shares
    Change vs previous 13F -3,356 shares

    0.05% of the 13F portfolio, value $8,188,310.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 332,203 shares
    Change vs previous 13F +40,675 shares

    0.06% of the 13F portfolio, value $8,464,536.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 291,528 shares
    Change vs previous 13F +42,200 shares

    0.06% of the 13F portfolio, value $7,066,640.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 249,328 shares
    Change vs previous 13F +50,968 shares

    0.05% of the 13F portfolio, value $6,317,976.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, 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 198,360 shares
    Change vs previous 13F -1,254 shares

    0.05% of the 13F portfolio, value $5,262,507.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, 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 199,614 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,776,841.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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