Jupiter Wealth Management LLC: PFE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Jupiter Wealth Management LLC on PFE, newest first. How the timeline and the estimate are built.
Jupiter Wealth Management LLC held 38,850 PFE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 38,850 sharesChange vs previous 13F -11,200 shares
0.37% of the 13F portfolio, value $935,508.
13F-HR 0001774207-26-000003 filed by Jupiter Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 50,050 sharesChange vs previous 13F 0 shares
0.51% of the 13F portfolio, value $1,299,298.
13F-HR 0001774207-26-000002 filed by Jupiter Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 50,050 sharesChange vs previous 13F +17,450 shares
0.61% of the 13F portfolio, value $1,374,874.
13F-HR 0001774207-26-000001 filed by Jupiter Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 32,600 sharesChange vs previous 13F 0 shares
0.39% of the 13F portfolio, value $830,648.
13F-HR 0001774207-25-000006 filed by Jupiter Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 32,600 sharesChange vs previous 13F 0 shares
0.41% of the 13F portfolio, value $820,216.
13F-HR 0001774207-25-000004 filed by Jupiter Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 32,600 sharesChange vs previous 13F -39,150 shares
0.45% of the 13F portfolio, value $749,800.
13F-HR 0001774207-25-000003 filed by Jupiter Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 71,750 sharesChange vs previous 13F +4,000 shares
0.95% of the 13F portfolio, value $1,903,528.
13F-HR 0001774207-25-000001 filed by Jupiter Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 67,750 sharesChange vs previous 13F not available
1% of the 13F portfolio, value $1,960,685.
13F-HR 0001774207-24-000005 filed by Jupiter Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).