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Portside Wealth Group, LLC: PFE position timeline

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

Portside Wealth Group, LLC held 89,045 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,045 shares
    Change vs previous 13F +3,530 shares

    0.25% of the 13F portfolio, value $2,144,208.

    13F-HR 0002085853-26-000726 filed by Portside Wealth Group, 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 85,515 shares
    Change vs previous 13F +9,843 shares

    0.33% of the 13F portfolio, value $2,401,251.

    13F-HR 0002085853-26-000585 filed by Portside Wealth Group, 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 75,672 shares
    Change vs previous 13F -3,404 shares

    0.26% of the 13F portfolio, value $1,884,223.

    13F-HR 0002085853-26-000060 filed by Portside Wealth Group, 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 79,076 shares
    Change vs previous 13F +10,318 shares

    0.28% of the 13F portfolio, value $2,014,845.

    13F-HR 0002085853-25-000232 filed by Portside Wealth Group, 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 68,758 shares
    Change vs previous 13F +925 shares

    0.25% of the 13F portfolio, value $1,666,683.

    13F-HR 0001667731-25-001085 filed by Portside Wealth Group, 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/A 67,833 shares
    Change vs previous 13F +14,661 shares

    0.28% of the 13F portfolio, value $1,718,893.

    13F-HR/A 0001667731-25-000429 filed by Portside Wealth Group, 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/A 53,172 shares
    Change vs previous 13F -3,206 shares

    0.23% of the 13F portfolio, value $1,410,664.

    13F-HR/A 0001667731-25-000428 filed by Portside Wealth Group, 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 56,378 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,631,571.

    13F-HR 0001978608-24-000001 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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