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Disclosery

Straight Path Wealth Management: PFE position timeline

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

Straight Path Wealth Management held 54,064 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,064 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $1,301,861.

    13F-HR 0002085853-26-000879 filed by Straight Path Wealth Management
    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 54,064 shares
    Change vs previous 13F +500 shares

    0.41% of the 13F portfolio, value $1,518,117.

    13F-HR 0002085853-26-000459 filed by Straight Path Wealth Management
    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 53,564 shares
    Change vs previous 13F -452 shares

    0.36% of the 13F portfolio, value $1,333,744.

    13F-HR 0002085853-26-000240 filed by Straight Path Wealth Management
    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 54,016 shares
    Change vs previous 13F -200 shares

    0.38% of the 13F portfolio, value $1,376,328.

    13F-HR 0002085853-25-000211 filed by Straight Path Wealth Management
    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 54,216 shares
    Change vs previous 13F +16,409 shares

    0.45% of the 13F portfolio, value $1,314,196.

    13F-HR 0001667731-25-000999 filed by Straight Path Wealth Management
    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 37,807 shares
    Change vs previous 13F +200 shares

    0.39% of the 13F portfolio, value $958,029.

    13F-HR 0001667731-25-000546 filed by Straight Path Wealth Management
    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 37,607 shares
    Change vs previous 13F -605 shares

    0.39% of the 13F portfolio, value $997,714.

    13F-HR 0001667731-25-000214 filed by Straight Path Wealth Management
    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 38,212 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,105,855.

    13F-HR 0001902506-24-000004 filed by Straight Path Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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