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RIDGECREST WEALTH PARTNERS, LLC: PFE position timeline

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

RIDGECREST WEALTH PARTNERS, LLC held 24,537 PFE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,537 shares
    Change vs previous 13F -201 shares

    0.29% of the 13F portfolio, value $590,855.

    13F-HR 0001860719-26-000004 filed by RIDGECREST 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 24,738 shares
    Change vs previous 13F -509 shares

    0.38% of the 13F portfolio, value $694,631.

    13F-HR 0001860719-26-000002 filed by RIDGECREST 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 25,247 shares
    Change vs previous 13F -3,255 shares

    0.34% of the 13F portfolio, value $628,650.

    13F-HR 0001860719-26-000001 filed by RIDGECREST 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 28,502 shares
    Change vs previous 13F +480 shares

    0.33% of the 13F portfolio, value $726,238.

    13F-HR 0001860719-25-000007 filed by RIDGECREST 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 28,022 shares
    Change vs previous 13F -1,293 shares

    0.36% of the 13F portfolio, value $679,257.

    13F-HR 0001860719-25-000005 filed by RIDGECREST 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 29,315 shares
    Change vs previous 13F +1,074 shares

    0.39% of the 13F portfolio, value $742,843.

    13F-HR 0001860719-25-000003 filed by RIDGECREST 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 28,241 shares
    Change vs previous 13F -6,817 shares

    0.41% of the 13F portfolio, value $749,231.

    13F-HR 0001860719-25-000001 filed by RIDGECREST 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 35,058 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,014,579.

    13F-HR 0001860719-24-000004 filed by RIDGECREST WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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