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Disclosery

WEALTH ALLIANCE, LLC: PFE position timeline

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

WEALTH ALLIANCE, LLC held 93,388 PFE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,388 shares
    Change vs previous 13F +1,851 shares

    0.19% of the 13F portfolio, value $2,248,772.

    13F-HR 0001951757-26-001208 filed by WEALTH ALLIANCE, 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 91,537 shares
    Change vs previous 13F -2,187 shares

    0.25% of the 13F portfolio, value $2,570,356.

    13F-HR 0001951757-26-000867 filed by WEALTH ALLIANCE, 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 93,724 shares
    Change vs previous 13F +2,379 shares

    0.23% of the 13F portfolio, value $2,333,726.

    13F-HR 0001951757-26-000441 filed by WEALTH ALLIANCE, 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 91,345 shares
    Change vs previous 13F +26,318 shares

    0.24% of the 13F portfolio, value $2,327,462.

    13F-HR 0001951757-25-001354 filed by WEALTH ALLIANCE, 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 65,027 shares
    Change vs previous 13F +10,437 shares

    0.18% of the 13F portfolio, value $1,576,257.

    13F-HR 0001951757-25-001055 filed by WEALTH ALLIANCE, 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 54,590 shares
    Change vs previous 13F +7,199 shares

    0.17% of the 13F portfolio, value $1,383,311.

    13F-HR 0001951757-25-000510 filed by WEALTH ALLIANCE, 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 47,391 shares
    Change vs previous 13F -4,149 shares

    0.15% of the 13F portfolio, value $1,257,290.

    13F-HR 0001951757-25-000170 filed by WEALTH ALLIANCE, 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 51,540 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,491,568.

    13F-HR 0001951757-24-001165 filed by WEALTH ALLIANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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