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Disclosery

PBMares Wealth Management LLC: PFE position timeline

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

PBMares Wealth Management LLC held 11,547 PFE shares at 2025-09-30 per its 13F-HR filed 2025-10-27.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 11,547 shares
    Change vs previous 13F +471 shares

    0.05% of the 13F portfolio, value $294,213.

    13F-HR 0001801682-25-000005 filed by PBMares 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 ended2025-06-30
    13F 11,076 shares
    Change vs previous 13F -118 shares

    0.05% of the 13F portfolio, value $268,484.

    13F-HR 0001801682-25-000004 filed by PBMares 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 ended2025-03-31
    13F 11,194 shares
    Change vs previous 13F -1,508 shares

    0.06% of the 13F portfolio, value $283,646.

    13F-HR 0001801682-25-000003 filed by PBMares 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 ended2024-12-31
    13F 12,702 shares
    Change vs previous 13F -124 shares

    0.07% of the 13F portfolio, value $336,975.

    13F-HR 0001801682-25-000001 filed by PBMares 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 ended2024-09-30
    13F 12,826 shares
    Change vs previous 13F -646 shares

    0.08% of the 13F portfolio, value $371,185.

    13F-HR 0001801682-24-000005 filed by PBMares 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 ended2024-06-30
    13F 13,472 shares
    Change vs previous 13F -710 shares

    0.09% of the 13F portfolio, value $376,938.

    13F-HR 0001801682-24-000003 filed by PBMares 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 ended2024-03-31
    13F 14,182 shares
    Change vs previous 13F -4,653 shares

    0.1% of the 13F portfolio, value $393,555.

    13F-HR 0001801682-24-000002 filed by PBMares 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 ended2023-12-31
    13F 18,835 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $542,250.

    13F-HR 0001801682-24-000001 filed by PBMares Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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