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Palacios Wealth Management, LLC: PFE position timeline

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

Palacios Wealth Management, LLC held 20,078 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,078 shares
    Change vs previous 13F -484 shares

    0.29% of the 13F portfolio, value $483,478.

    13F-HR 0001705819-26-000043 filed by Palacios 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 20,562 shares
    Change vs previous 13F +9,012 shares

    0.34% of the 13F portfolio, value $549,005.

    13F-HR 0001705819-26-000037 filed by Palacios 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 11,550 shares
    Change vs previous 13F -12,142 shares

    0.22% of the 13F portfolio, value $287,595.

    13F-HR 0001705819-26-000015 filed by Palacios 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 23,692 shares
    Change vs previous 13F +3,223 shares

    0.4% of the 13F portfolio, value $603,672.

    13F-HR 0001705819-25-000079 filed by Palacios 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 20,469 shares
    Change vs previous 13F -236,422 shares

    0.41% of the 13F portfolio, value $496,169.

    13F-HR 0001705819-25-000044 filed by Palacios 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 256,891 shares
    Change vs previous 13F +235,417 shares

    19.04% of the 13F portfolio, value $25,637,010.

    13F-HR 0001705819-25-000036 filed by Palacios 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 21,474 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $569,493.

    13F-HR 0001705819-25-000013 filed by Palacios Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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