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JAMISON PRIVATE WEALTH MANAGEMENT, INC.: PFE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JAMISON PRIVATE WEALTH MANAGEMENT, INC. on PFE, newest first. How the timeline and the estimate are built.

JAMISON PRIVATE WEALTH MANAGEMENT, INC. held 106,195 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 106,195 shares
    Change vs previous 13F +12,450 shares

    0.26% of the 13F portfolio, value $2,557,172.

    13F-HR 0002006637-26-000003 filed by JAMISON PRIVATE WEALTH MANAGEMENT, INC.
    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 93,745 shares
    Change vs previous 13F -4,320 shares

    0.32% of the 13F portfolio, value $2,632,351.

    13F-HR 0002006637-26-000002 filed by JAMISON PRIVATE WEALTH MANAGEMENT, INC.
    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 98,065 shares
    Change vs previous 13F -8,385 shares

    0.3% of the 13F portfolio, value $2,441,825.

    13F-HR 0002006637-26-000001 filed by JAMISON PRIVATE WEALTH MANAGEMENT, INC.
    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 106,450 shares
    Change vs previous 13F -11,162 shares

    0.34% of the 13F portfolio, value $2,712,357.

    13F-HR 0002006637-25-000006 filed by JAMISON PRIVATE WEALTH MANAGEMENT, INC.
    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 117,612 shares
    Change vs previous 13F -4,745 shares

    0.41% of the 13F portfolio, value $2,850,904.

    13F-HR 0002006637-25-000003 filed by JAMISON PRIVATE WEALTH MANAGEMENT, INC.
    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 122,357 shares
    Change vs previous 13F -4,391 shares

    0.47% of the 13F portfolio, value $3,100,536.

    13F-HR 0002006637-25-000002 filed by JAMISON PRIVATE WEALTH MANAGEMENT, INC.
    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 126,748 shares
    Change vs previous 13F -15,187 shares

    0.5% of the 13F portfolio, value $3,362,627.

    13F-HR 0002006637-25-000001 filed by JAMISON PRIVATE WEALTH MANAGEMENT, INC.
    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 141,935 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $4,107,605.

    13F-HR 0002006637-24-000006 filed by JAMISON PRIVATE WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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