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Old North State Wealth Management, LLC: PFE position timeline

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

Old North State Wealth Management, LLC held 124,354 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 124,354 shares
    Change vs previous 13F +5,140 shares

    1.28% of the 13F portfolio, value $2,995,609.

    13F-HR 0002041262-26-000003 filed by Old North State 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 119,214 shares
    Change vs previous 13F +8,413 shares

    1.55% of the 13F portfolio, value $3,349,032.

    13F-HR 0002041262-26-000002 filed by Old North State 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 110,801 shares
    Change vs previous 13F +9,222 shares

    1.3% of the 13F portfolio, value $2,760,192.

    13F-HR 0002041262-26-000001 filed by Old North State 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 101,579 shares
    Change vs previous 13F +859 shares

    1.21% of the 13F portfolio, value $2,589,379.

    13F-HR 0002041262-25-000003 filed by Old North State 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 100,720 shares
    Change vs previous 13F +12,467 shares

    1.27% of the 13F portfolio, value $2,442,615.

    13F-HR 0001085146-25-003879 filed by Old North State 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 88,253 shares
    Change vs previous 13F +8,812 shares

    1.25% of the 13F portfolio, value $2,237,472.

    13F-HR 0001085146-25-002310 filed by Old North State 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 79,441 shares
    Change vs previous 13F +15,194 shares

    1.19% of the 13F portfolio, value $2,108,813.

    13F-HR 0001085146-25-000495 filed by Old North State 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 64,247 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $1,859,692.

    13F-HR 0001085146-24-005204 filed by Old North State Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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