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Disclosery

WCG Wealth Advisors LLC: PFE position timeline

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

WCG Wealth Advisors LLC held 79,512 PFE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,512 shares
    Change vs previous 13F -9,413 shares

    0.05% of the 13F portfolio, value $1,914,656.

    13F-HR 0001855713-26-000006 filed by WCG Wealth Advisors 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 88,925 shares
    Change vs previous 13F +1,740 shares

    0.07% of the 13F portfolio, value $2,497,016.

    13F-HR 0001855713-26-000004 filed by WCG Wealth 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 ended2025-12-31
    13F 87,185 shares
    Change vs previous 13F +31,159 shares

    0.06% of the 13F portfolio, value $2,170,912.

    13F-HR 0001855713-26-000003 filed by WCG Wealth 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 ended2025-09-30
    13F 56,026 shares
    Change vs previous 13F -48,864 shares

    0.09% of the 13F portfolio, value $1,427,545.

    13F-HR 0001855713-25-000008 filed by WCG Wealth 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 ended2025-06-30
    13F 104,890 shares
    Change vs previous 13F +27,352 shares

    0.16% of the 13F portfolio, value $2,542,539.

    13F-HR 0001855713-25-000007 filed by WCG Wealth 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 ended2025-03-31
    13F/A 77,538 shares
    Change vs previous 13F +21,431 shares

    0.15% of the 13F portfolio, value $1,964,819.

    13F-HR/A 0001855713-25-000005 filed by WCG Wealth 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 ended2024-12-31
    13F 56,107 shares
    Change vs previous 13F +1,151 shares

    0.1% of the 13F portfolio, value $1,489,000.

    13F-HR 0001855713-25-000003 filed by WCG Wealth 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 ended2024-09-30
    13F 54,956 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,590,000.

    13F-HR 0001855713-24-000007 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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