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Visionary Wealth Advisors: PFE position timeline

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

Visionary Wealth Advisors held 160,713 PFE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 160,713 shares
    Change vs previous 13F +877 shares

    0.15% of the 13F portfolio, value $3,869,980.

    13F-HR 0001802984-26-000005 filed by Visionary 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 159,836 shares
    Change vs previous 13F +11,092 shares

    0.2% of the 13F portfolio, value $4,488,205.

    13F-HR 0001802984-26-000004 filed by Visionary 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 148,744 shares
    Change vs previous 13F -1,633 shares

    0.17% of the 13F portfolio, value $3,703,734.

    13F-HR 0001802984-26-000001 filed by Visionary 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 150,377 shares
    Change vs previous 13F -45,147 shares

    0.18% of the 13F portfolio, value $3,831,614.

    13F-HR 0001802984-25-000008 filed by Visionary 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 195,524 shares
    Change vs previous 13F +1,619 shares

    0.24% of the 13F portfolio, value $4,739,510.

    13F-HR 0001802984-25-000006 filed by Visionary 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 193,905 shares
    Change vs previous 13F -24,900 shares

    0.29% of the 13F portfolio, value $4,913,556.

    13F-HR 0001802984-25-000005 filed by Visionary 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 218,805 shares
    Change vs previous 13F +7,955 shares

    0.34% of the 13F portfolio, value $5,804,885.

    13F-HR 0001802984-25-000002 filed by Visionary 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 210,850 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $6,101,995.

    13F-HR 0001802984-24-000006 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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