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Wernau Asset Management Inc.: PFE position timeline

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

Wernau Asset Management Inc. held 119,725 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 119,725 shares
    Change vs previous 13F +5,694 shares

    2.73% of the 13F portfolio, value $2,882,986.

    13F-HR 0001172661-26-002995 filed by Wernau Asset Management 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 114,031 shares
    Change vs previous 13F +149 shares

    3.33% of the 13F portfolio, value $3,201,994.

    13F-HR 0001172661-26-001521 filed by Wernau Asset Management 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 113,882 shares
    Change vs previous 13F -8,259 shares

    2.82% of the 13F portfolio, value $2,835,665.

    13F-HR 0001172661-26-000240 filed by Wernau Asset Management 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 122,141 shares
    Change vs previous 13F -2,183 shares

    3.22% of the 13F portfolio, value $3,112,170.

    13F-HR 0001172661-25-004635 filed by Wernau Asset Management 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 124,324 shares
    Change vs previous 13F -41,320 shares

    3.41% of the 13F portfolio, value $3,013,630.

    13F-HR 0001172661-25-003031 filed by Wernau Asset Management 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 165,644 shares
    Change vs previous 13F +12,096 shares

    4.34% of the 13F portfolio, value $4,197,433.

    13F-HR 0001172661-25-001592 filed by Wernau Asset Management 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 153,548 shares
    Change vs previous 13F not available

    3.94% of the 13F portfolio, value $4,073,643.

    13F-HR 0001172661-25-000522 filed by Wernau Asset Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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