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Philip James Wealth Mangement, LLC: PFE position timeline

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

Philip James Wealth Mangement, LLC held 443,426 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 443,426 shares
    Change vs previous 13F +31,652 shares

    1.2% of the 13F portfolio, value $10,677,698.

    13F-HR 0002002630-26-000004 filed by Philip James Wealth Mangement, 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 411,774 shares
    Change vs previous 13F +4,564 shares

    1.33% of the 13F portfolio, value $11,562,623.

    13F-HR 0002002630-26-000002 filed by Philip James Wealth Mangement, 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 407,210 shares
    Change vs previous 13F -5,140 shares

    1.17% of the 13F portfolio, value $10,139,518.

    13F-HR 0002002630-26-000001 filed by Philip James Wealth Mangement, 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 412,350 shares
    Change vs previous 13F +13,631 shares

    1.23% of the 13F portfolio, value $10,506,683.

    13F-HR 0002002630-25-000006 filed by Philip James Wealth Mangement, 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 398,719 shares
    Change vs previous 13F +67,253 shares

    1.23% of the 13F portfolio, value $9,664,940.

    13F-HR 0002002630-25-000003 filed by Philip James Wealth Mangement, 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 331,466 shares
    Change vs previous 13F +11,035 shares

    1.02% of the 13F portfolio, value $8,399,345.

    13F-HR 0002002630-25-000002 filed by Philip James Wealth Mangement, 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 320,431 shares
    Change vs previous 13F -28,866 shares

    1.1% of the 13F portfolio, value $8,501,042.

    13F-HR 0002002630-25-000001 filed by Philip James Wealth Mangement, 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 349,297 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $10,108,654.

    13F-HR 0002002630-24-000005 filed by Philip James Wealth Mangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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