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Disclosery

Massachusetts Wealth Management: PFE position timeline

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

Massachusetts Wealth Management held 110,815 PFE shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 110,815 shares
    Change vs previous 13F +800 shares

    1.02% of the 13F portfolio, value $2,668,425.

    13F-HR 0001966011-26-000004 filed by Massachusetts Wealth Management
    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 110,015 shares
    Change vs previous 13F +2,350 shares

    1.34% of the 13F portfolio, value $3,089,221.

    13F-HR 0001966011-26-000002 filed by Massachusetts Wealth Management
    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 107,665 shares
    Change vs previous 13F +7,017 shares

    1.25% of the 13F portfolio, value $2,680,858.

    13F-HR 0001966011-26-000001 filed by Massachusetts Wealth Management
    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 100,648 shares
    Change vs previous 13F +8,150 shares

    1.27% of the 13F portfolio, value $2,564,511.

    13F-HR 0001966011-25-000002 filed by Massachusetts Wealth Management
    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 92,498 shares
    Change vs previous 13F +300 shares

    1.26% of the 13F portfolio, value $2,242,152.

    13F-HR 0001085146-25-004083 filed by Massachusetts Wealth Management
    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 92,198 shares
    Change vs previous 13F -1,200 shares

    1.6% of the 13F portfolio, value $2,336,297.

    13F-HR 0001085146-25-002134 filed by Massachusetts Wealth Management
    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 93,398 shares
    Change vs previous 13F -2,834 shares

    1.53% of the 13F portfolio, value $2,477,849.

    13F-HR 0001085146-25-000507 filed by Massachusetts Wealth Management
    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 96,232 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $2,784,954.

    13F-HR 0001085146-24-005083 filed by Massachusetts Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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