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Wealth Management Associates, Inc.: PFE position timeline

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

Wealth Management Associates, Inc. held 63,133 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,133 shares
    Change vs previous 13F +1,366 shares

    0.42% of the 13F portfolio, value $1,520,232.

    13F-HR 0001214659-26-008730 filed by Wealth Management Associates, 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 61,767 shares
    Change vs previous 13F +749 shares

    0.6% of the 13F portfolio, value $1,734,407.

    13F-HR 0001214659-26-006030 filed by Wealth Management Associates, 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 61,018 shares
    Change vs previous 13F +8,111 shares

    0.53% of the 13F portfolio, value $1,519,347.

    13F-HR 0001214659-26-000620 filed by Wealth Management Associates, 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 52,907 shares
    Change vs previous 13F -2,926 shares

    0.48% of the 13F portfolio, value $1,348,075.

    13F-HR 0001214659-25-015125 filed by Wealth Management Associates, 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 55,833 shares
    Change vs previous 13F +1,113 shares

    0.53% of the 13F portfolio, value $1,353,396.

    13F-HR 0001214659-25-011396 filed by Wealth Management Associates, 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 54,720 shares
    Change vs previous 13F +5,053 shares

    0.59% of the 13F portfolio, value $1,386,614.

    13F-HR 0001214659-25-008456 filed by Wealth Management Associates, 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 49,667 shares
    Change vs previous 13F +1,187 shares

    0.56% of the 13F portfolio, value $1,317,666.

    13F-HR 0001214659-25-008455 filed by Wealth Management Associates, 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 48,480 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,403,011.

    13F-HR 0001214659-25-008454 filed by Wealth Management Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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