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TRUE Private Wealth Advisors: PFE position timeline

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

TRUE Private Wealth Advisors held 66,968 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,968 shares
    Change vs previous 13F +2,124 shares

    0.14% of the 13F portfolio, value $1,612,600.

    13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
    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 64,844 shares
    Change vs previous 13F -3,139 shares

    0.17% of the 13F portfolio, value $1,820,832.

    13F-HR 0001172661-26-002230 filed by TRUE Private Wealth Advisors
    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 67,983 shares
    Change vs previous 13F +1,666 shares

    0.17% of the 13F portfolio, value $1,692,785.

    13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
    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 66,317 shares
    Change vs previous 13F +3,553 shares

    0.17% of the 13F portfolio, value $1,689,778.

    13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
    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 62,764 shares
    Change vs previous 13F -3,363 shares

    0.17% of the 13F portfolio, value $1,521,391.

    13F-HR 0001172661-25-003025 filed by TRUE Private Wealth Advisors
    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 66,127 shares
    Change vs previous 13F +2,404 shares

    0.2% of the 13F portfolio, value $1,675,666.

    13F-HR 0001172661-25-002148 filed by TRUE Private Wealth Advisors
    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 63,723 shares
    Change vs previous 13F +2,165 shares

    0.21% of the 13F portfolio, value $1,690,578.

    13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
    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 61,558 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,781,516.

    13F-HR 0001172661-24-005302 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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