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Point Windward Advisors Inc.: PFE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Point Windward Advisors Inc. on PFE, newest first. How the timeline and the estimate are built.

Point Windward Advisors Inc. held 69,581 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,581 shares
    Change vs previous 13F +385 shares

    0.74% of the 13F portfolio, value $1,675,510.

    13F-HR 0001356202-26-000005 filed by Point Windward Advisors Inc.
    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 69,196 shares
    Change vs previous 13F -1,431 shares

    0.97% of the 13F portfolio, value $1,943,024.

    13F-HR 0001356202-26-000002 filed by Point Windward Advisors Inc.
    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 70,627 shares
    Change vs previous 13F -830 shares

    0.84% of the 13F portfolio, value $1,758,612.

    13F-HR 0001356202-26-000001 filed by Point Windward Advisors Inc.
    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 71,457 shares
    Change vs previous 13F +2,319 shares

    0.85% of the 13F portfolio, value $1,820,724.

    13F-HR 0001085146-25-005937 filed by Point Windward Advisors Inc.
    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 69,138 shares
    Change vs previous 13F -9,776 shares

    0.75% of the 13F portfolio, value $1,675,905.

    13F-HR 0001085146-25-004315 filed by Point Windward Advisors Inc.
    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 78,914 shares
    Change vs previous 13F -2,210 shares

    0.8% of the 13F portfolio, value $1,999,681.

    13F-HR 0001085146-25-002302 filed by Point Windward Advisors Inc.
    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 81,124 shares
    Change vs previous 13F -26,454 shares

    0.81% of the 13F portfolio, value $2,152,224.

    13F-HR 0001085146-25-000190 filed by Point Windward Advisors Inc.
    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 107,578 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $3,113,312.

    13F-HR 0001085146-24-004953 filed by Point Windward Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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