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JFS WEALTH ADVISORS, LLC: PFE position timeline

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

JFS WEALTH ADVISORS, LLC held 40,840 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,840 shares
    Change vs previous 13F -1,154 shares

    0.05% of the 13F portfolio, value $983,428.

    13F-HR 0001568068-26-000003 filed by JFS WEALTH ADVISORS, 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 41,994 shares
    Change vs previous 13F -1,799 shares

    0.07% of the 13F portfolio, value $1,179,192.

    13F-HR 0001568068-26-000002 filed by JFS WEALTH ADVISORS, 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 43,793 shares
    Change vs previous 13F -3,897 shares

    0.06% of the 13F portfolio, value $1,090,446.

    13F-HR 0001568068-26-000001 filed by JFS WEALTH ADVISORS, 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 47,690 shares
    Change vs previous 13F +4,485 shares

    0.07% of the 13F portfolio, value $1,215,142.

    13F-HR 0001568068-25-000006 filed by JFS WEALTH ADVISORS, 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 43,205 shares
    Change vs previous 13F -676 shares

    0.07% of the 13F portfolio, value $1,047,290.

    13F-HR 0001568068-25-000003 filed by JFS WEALTH ADVISORS, 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 43,881 shares
    Change vs previous 13F +1,623 shares

    0.08% of the 13F portfolio, value $1,111,945.

    13F-HR 0001568068-25-000002 filed by JFS WEALTH ADVISORS, 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 42,258 shares
    Change vs previous 13F -3,288 shares

    0.08% of the 13F portfolio, value $1,121,107.

    13F-HR 0001568068-25-000001 filed by JFS WEALTH ADVISORS, 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 45,546 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,318,105.

    13F-HR 0001568068-24-000005 filed by JFS WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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