Skip to content
Disclosery

Wealthquest Corp: PFE position timeline

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

Wealthquest Corp held 18,507 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,507 shares
    Change vs previous 13F -2,176 shares

    0.03% of the 13F portfolio, value $445,664.

    13F-HR 0001632968-26-000004 filed by Wealthquest Corp
    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/A 20,683 shares
    Change vs previous 13F +2,263 shares

    0.04% of the 13F portfolio, value $580,787.

    13F-HR/A 0001632968-26-000003 filed by Wealthquest Corp
    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 18,420 shares
    Change vs previous 13F +1,278 shares

    0.03% of the 13F portfolio, value $458,659.

    13F-HR 0001632968-26-000001 filed by Wealthquest Corp
    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 17,142 shares
    Change vs previous 13F +1,744 shares

    0.03% of the 13F portfolio, value $436,771.

    13F-HR 0001632968-25-000009 filed by Wealthquest Corp
    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 15,398 shares
    Change vs previous 13F +866 shares

    0.03% of the 13F portfolio, value $373,257.

    13F-HR 0001632968-25-000006 filed by Wealthquest Corp
    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 14,532 shares
    Change vs previous 13F -1,612 shares

    0.03% of the 13F portfolio, value $368,243.

    13F-HR/A 0001632968-25-000004 filed by Wealthquest Corp
    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 16,144 shares
    Change vs previous 13F +254 shares

    0.03% of the 13F portfolio, value $428,300.

    13F-HR 0001632968-25-000001 filed by Wealthquest Corp
    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 15,890 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $455,591.

    13F-HR 0001632968-24-000004 filed by Wealthquest Corp
    Filed (acceptance time not in the bulk data set), ingested

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