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Private Wealth Partners, LLC: PFE position timeline

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

Private Wealth Partners, LLC held 619,840 PFE shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 619,840 shares
    Change vs previous 13F +14,962 shares

    1.07% of the 13F portfolio, value $14,925,747.

    13F-HR 0001335851-26-000005 filed by Private Wealth Partners, 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 604,878 shares
    Change vs previous 13F +28,031 shares

    1.31% of the 13F portfolio, value $16,984,974.

    13F-HR 0001335851-26-000002 filed by Private Wealth Partners, 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 576,847 shares
    Change vs previous 13F +33,635 shares

    1.02% of the 13F portfolio, value $14,363,490.

    13F-HR 0001335851-26-000001 filed by Private Wealth Partners, 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 543,212 shares
    Change vs previous 13F +27,866 shares

    0.99% of the 13F portfolio, value $13,841,042.

    13F-HR 0001335851-25-000004 filed by Private Wealth Partners, 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 515,346 shares
    Change vs previous 13F -77,813 shares

    0.97% of the 13F portfolio, value $12,491,987.

    13F-HR 0001085146-25-004438 filed by Private Wealth Partners, 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 593,159 shares
    Change vs previous 13F +13,310 shares

    1.24% of the 13F portfolio, value $15,030,649.

    13F-HR 0001085146-25-002217 filed by Private Wealth Partners, 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 579,849 shares
    Change vs previous 13F +132,312 shares

    1.18% of the 13F portfolio, value $15,383,394.

    13F-HR 0001085146-25-000680 filed by Private Wealth Partners, 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 447,537 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $12,951,721.

    13F-HR 0001085146-24-005212 filed by Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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