Skip to content
Disclosery

Twelve Points Wealth Management LLC: PFE position timeline

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

Twelve Points Wealth Management LLC held 9,868 PFE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,868 shares
    Change vs previous 13F -698 shares

    0.05% of the 13F portfolio, value $237,615.

    13F-HR 0001877090-26-000005 filed by Twelve Points Wealth Management 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 10,566 shares
    Change vs previous 13F +32 shares

    0.07% of the 13F portfolio, value $296,686.

    13F-HR 0001877090-26-000003 filed by Twelve Points Wealth Management 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 10,534 shares
    Change vs previous 13F -4,830 shares

    0.06% of the 13F portfolio, value $268,400.

    13F-HR 0001877090-26-000001 filed by Twelve Points Wealth Management 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 15,364 shares
    Change vs previous 13F -42 shares

    0.1% of the 13F portfolio, value $391,473.

    13F-HR 0001877090-25-000008 filed by Twelve Points Wealth Management 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 15,406 shares
    Change vs previous 13F +279 shares

    0.1% of the 13F portfolio, value $373,448.

    13F-HR 0001877090-25-000004 filed by Twelve Points Wealth Management 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 15,127 shares
    Change vs previous 13F -7 shares

    0.1% of the 13F portfolio, value $383,325.

    13F-HR 0001877090-25-000003 filed by Twelve Points Wealth Management 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 15,134 shares
    Change vs previous 13F -157 shares

    0.12% of the 13F portfolio, value $401,512.

    13F-HR 0001877090-25-000002 filed by Twelve Points Wealth Management 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 15,291 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $442,530.

    13F-HR 0001877090-24-000008 filed by Twelve Points Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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