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Disclosery

WBH ADVISORY INC: PFE position timeline

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

WBH ADVISORY INC held 16,281 PFE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,281 shares
    Change vs previous 13F -500 shares

    0.03% of the 13F portfolio, value $392,044.

    13F-HR 0001259671-26-000004 filed by WBH ADVISORY INC
    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 16,781 shares
    Change vs previous 13F -504 shares

    0.04% of the 13F portfolio, value $479,095.

    13F-HR 0001259671-26-000003 filed by WBH ADVISORY INC
    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 17,285 shares
    Change vs previous 13F -561 shares

    0.03% of the 13F portfolio, value $430,394.

    13F-HR 0001259671-26-000002 filed by WBH ADVISORY INC
    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 17,846 shares
    Change vs previous 13F +716 shares

    0.03% of the 13F portfolio, value $454,714.

    13F-HR 0001259671-25-000010 filed by WBH ADVISORY INC
    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 17,130 shares
    Change vs previous 13F -1,809 shares

    0.04% of the 13F portfolio, value $415,231.

    13F-HR 0001259671-25-000006 filed by WBH ADVISORY INC
    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 18,939 shares
    Change vs previous 13F +3,332 shares

    0.04% of the 13F portfolio, value $479,920.

    13F-HR 0001259671-25-000004 filed by WBH ADVISORY INC
    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 15,607 shares
    Change vs previous 13F -2,345 shares

    0.04% of the 13F portfolio, value $414,049.

    13F-HR 0001259671-25-000002 filed by WBH ADVISORY INC
    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 17,952 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $519,538.

    13F-HR 0001259671-24-000011 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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