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U S WEALTH GROUP, LLC.: PFE position timeline

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

U S WEALTH GROUP, LLC. held 116,761 PFE shares at 2026-06-30 per its 13F-HR filed 2026-09-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 116,761 shares
    Change vs previous 13F +13,516 shares

    1.68% of the 13F portfolio, value $2,811,608.

    13F-HR 0001554427-26-000007 filed by U S WEALTH GROUP, LLC.
    Accepted , ingested

  2. period ended2026-03-31
    13F 103,245 shares
    Change vs previous 13F -711 shares

    1.96% of the 13F portfolio, value $2,899,120.

    13F-HR 0001554427-26-000006 filed by U S WEALTH GROUP, LLC.
    Accepted , ingested

  3. period ended2025-12-31
    13F 103,956 shares
    Change vs previous 13F -595 shares

    1.71% of the 13F portfolio, value $2,588,504.

    13F-HR 0001554427-26-000001 filed by U S WEALTH GROUP, 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 104,551 shares
    Change vs previous 13F +2,430 shares

    1.74% of the 13F portfolio, value $2,663,959.

    13F-HR 0001554427-25-000006 filed by U S WEALTH GROUP, 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 102,121 shares
    Change vs previous 13F +23,219 shares

    1.93% of the 13F portfolio, value $2,475,413.

    13F-HR 0001554427-25-000003 filed by U S WEALTH GROUP, 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 78,902 shares
    Change vs previous 13F -734 shares

    1.58% of the 13F portfolio, value $1,999,376.

    13F-HR 0001554427-25-000002 filed by U S WEALTH GROUP, 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 79,636 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $2,112,743.

    13F-HR 0001554427-25-000001 filed by U S WEALTH GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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