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TrueWealth Advisors, LLC: PFE position timeline

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

TrueWealth Advisors, LLC held 12,390 PFE shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,390 shares
    Change vs previous 13F +466 shares

    0.08% of the 13F portfolio, value $353,359.

    13F-HR 0002085853-26-001125 filed by TrueWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,924 shares
    Change vs previous 13F -1,927 shares

    0.06% of the 13F portfolio, value $287,119.

    13F-HR 0002085853-26-000650 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 13,851 shares
    Change vs previous 13F -3,242 shares

    0.1% of the 13F portfolio, value $388,932.

    13F-HR 0002085853-26-000303 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 17,093 shares
    Change vs previous 13F +6,263 shares

    0.11% of the 13F portfolio, value $425,604.

    13F-HR 0002085853-26-000015 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 10,830 shares
    Change vs previous 13F +2,459 shares

    0.07% of the 13F portfolio, value $275,955.

    13F-HR 0002085853-25-000096 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 8,371 shares
    Change vs previous 13F -3,348 shares

    0.06% of the 13F portfolio, value $202,910.

    13F-HR 0001817714-25-000004 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 11,719 shares
    Change vs previous 13F -1,986 shares

    0.1% of the 13F portfolio, value $296,952.

    13F-HR 0001817714-25-000003 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 13,705 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $363,599.

    13F-HR 0001817714-25-000002 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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