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JGP Wealth Management, LLC: PFE position timeline

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

JGP Wealth Management, LLC held 10,450 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,450 shares
    Change vs previous 13F +7 shares

    0.02% of the 13F portfolio, value $251,625.

    13F-HR 0001748278-26-000004 filed by JGP 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 10,443 shares
    Change vs previous 13F -14,212 shares

    0.03% of the 13F portfolio, value $293,226.

    13F-HR 0001748278-26-000003 filed by JGP 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 24,655 shares
    Change vs previous 13F +1,872 shares

    0.06% of the 13F portfolio, value $613,910.

    13F-HR 0001748278-26-000002 filed by JGP 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 22,783 shares
    Change vs previous 13F -647 shares

    0.07% of the 13F portfolio, value $616,951.

    13F-HR 0001748278-25-000004 filed by JGP 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 23,430 shares
    Change vs previous 13F +1,193 shares

    0.07% of the 13F portfolio, value $567,948.

    13F-HR 0001085146-25-004190 filed by JGP 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 22,237 shares
    Change vs previous 13F -12,939 shares

    0.07% of the 13F portfolio, value $563,479.

    13F-HR 0001085146-25-001945 filed by JGP 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 35,176 shares
    Change vs previous 13F -17,203 shares

    0.12% of the 13F portfolio, value $933,212.

    13F-HR 0001085146-25-000202 filed by JGP 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 52,379 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,515,855.

    13F-HR 0001085146-24-004751 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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