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Disclosery

WEALTH EFFECTS LLC: PFE position timeline

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

WEALTH EFFECTS LLC held 78,083 PFE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,083 shares
    Change vs previous 13F +2,008 shares

    0.51% of the 13F portfolio, value $1,880,241.

    13F-HR 0001951757-26-001134 filed by WEALTH EFFECTS 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 76,075 shares
    Change vs previous 13F +3,959 shares

    0.76% of the 13F portfolio, value $2,136,172.

    13F-HR 0001951757-26-000687 filed by WEALTH EFFECTS 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 72,116 shares
    Change vs previous 13F -8,339 shares

    0.56% of the 13F portfolio, value $1,795,691.

    13F-HR 0001951757-26-000293 filed by WEALTH EFFECTS 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 80,455 shares
    Change vs previous 13F +9,322 shares

    0.66% of the 13F portfolio, value $2,050,006.

    13F-HR 0001951757-25-001197 filed by WEALTH EFFECTS 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 71,133 shares
    Change vs previous 13F +5,572 shares

    0.65% of the 13F portfolio, value $1,724,269.

    13F-HR 0001951757-25-000849 filed by WEALTH EFFECTS 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 65,561 shares
    Change vs previous 13F +8,073 shares

    0.7% of the 13F portfolio, value $1,661,324.

    13F-HR 0001951757-25-000441 filed by WEALTH EFFECTS 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 57,488 shares
    Change vs previous 13F -8,634 shares

    0.54% of the 13F portfolio, value $1,525,148.

    13F-HR 0001951757-25-000109 filed by WEALTH EFFECTS 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 66,122 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,913,564.

    13F-HR 0001951757-24-001093 filed by WEALTH EFFECTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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