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SteelPeak Wealth, LLC: PFE position timeline

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

SteelPeak Wealth, LLC held 289,182 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 289,182 shares
    Change vs previous 13F -10,761 shares

    0.18% of the 13F portfolio, value $6,963,511.

    13F-HR 0001801868-26-000003 filed by SteelPeak Wealth, 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 299,943 shares
    Change vs previous 13F -44,123 shares

    0.26% of the 13F portfolio, value $8,422,398.

    13F-HR 0001801868-26-000002 filed by SteelPeak Wealth, 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 344,066 shares
    Change vs previous 13F +94,535 shares

    0.28% of the 13F portfolio, value $8,567,249.

    13F-HR 0001801868-26-000001 filed by SteelPeak Wealth, 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 249,531 shares
    Change vs previous 13F -7,725 shares

    0.21% of the 13F portfolio, value $6,358,054.

    13F-HR 0001801868-25-000003 filed by SteelPeak Wealth, 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 257,256 shares
    Change vs previous 13F +36,195 shares

    0.24% of the 13F portfolio, value $6,235,881.

    13F-HR 0001221073-25-000064 filed by SteelPeak Wealth, 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 221,061 shares
    Change vs previous 13F +202,659 shares

    0.24% of the 13F portfolio, value $5,601,685.

    13F-HR 0001221073-25-000042 filed by SteelPeak Wealth, 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 18,402 shares
    Change vs previous 13F -154,915 shares

    0.02% of the 13F portfolio, value $488,196.

    13F-HR 0001221073-25-000006 filed by SteelPeak Wealth, 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 173,317 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $5,015,791.

    13F-HR 0001221073-24-000093 filed by SteelPeak Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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