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Wealthspire Advisors, LLC: PFE position timeline

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

Wealthspire Advisors, LLC held 141,769 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 141,769 shares
    Change vs previous 13F +15,397 shares

    0.02% of the 13F portfolio, value $3,413,804.

    13F-HR 0001646247-26-000005 filed by Wealthspire 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 126,372 shares
    Change vs previous 13F -11,942 shares

    0.03% of the 13F portfolio, value $3,548,537.

    13F-HR 0001646247-26-000003 filed by Wealthspire 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 138,314 shares
    Change vs previous 13F +25,380 shares

    0.03% of the 13F portfolio, value $3,444,010.

    13F-HR 0001646247-26-000001 filed by Wealthspire 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 112,934 shares
    Change vs previous 13F -123,350 shares

    0.02% of the 13F portfolio, value $2,877,547.

    13F-HR 0001646247-25-000006 filed by Wealthspire 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 236,284 shares
    Change vs previous 13F +6,620 shares

    0.03% of the 13F portfolio, value $5,727,490.

    13F-HR 0001646247-25-000005 filed by Wealthspire 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 229,664 shares
    Change vs previous 13F +103,902 shares

    0.03% of the 13F portfolio, value $5,819,728.

    13F-HR 0001646247-25-000004 filed by Wealthspire 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 125,762 shares
    Change vs previous 13F +2,136 shares

    0.03% of the 13F portfolio, value $3,336,467.

    13F-HR 0001646247-25-000001 filed by Wealthspire 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 123,626 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,577,750.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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