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MISSION WEALTH MANAGEMENT, LP: PFE position timeline

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

MISSION WEALTH MANAGEMENT, LP held 82,458 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,458 shares
    Change vs previous 13F +35,980 shares

    0.02% of the 13F portfolio, value $1,985,585.

    13F-HR 0001172661-26-002692 filed by MISSION WEALTH MANAGEMENT, LP
    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 46,478 shares
    Change vs previous 13F -4,000 shares

    0.03% of the 13F portfolio, value $1,305,100.

    13F-HR 0001172661-26-002211 filed by MISSION WEALTH MANAGEMENT, LP
    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 50,478 shares
    Change vs previous 13F -1,637 shares

    0.03% of the 13F portfolio, value $1,256,901.

    13F-HR 0001172661-26-000497 filed by MISSION WEALTH MANAGEMENT, LP
    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 52,115 shares
    Change vs previous 13F -1,697 shares

    0.03% of the 13F portfolio, value $1,327,883.

    13F-HR 0001172661-25-004574 filed by MISSION WEALTH MANAGEMENT, LP
    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 53,812 shares
    Change vs previous 13F +31 shares

    0.03% of the 13F portfolio, value $1,304,409.

    13F-HR 0001172661-25-002879 filed by MISSION WEALTH MANAGEMENT, LP
    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 53,781 shares
    Change vs previous 13F -14,353 shares

    0.03% of the 13F portfolio, value $1,362,812.

    13F-HR 0001085146-25-002181 filed by MISSION WEALTH MANAGEMENT, LP
    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 68,134 shares
    Change vs previous 13F -3,368 shares

    0.04% of the 13F portfolio, value $1,807,600.

    13F-HR 0001085146-25-000853 filed by MISSION WEALTH MANAGEMENT, LP
    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 71,502 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,069,283.

    13F-HR 0001085146-24-005256 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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