Skip to content

Wills Financial Group LLC: PFE position timeline

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

Wills Financial Group LLC held 172,222 PFE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 172,222 shares
    Change vs previous 13F +19,751 shares

    1.51% of the 13F portfolio, value $4,147,117.

    13F-HR 0002059579-26-000005 filed by Wills Financial Group 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 152,471 shares
    Change vs previous 13F +43,318 shares

    1.49% of the 13F portfolio, value $3,958,151.

    13F-HR 0002059579-26-000002 filed by Wills Financial Group 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 109,153 shares
    Change vs previous 13F +98,307 shares

    1.04% of the 13F portfolio, value $2,717,902.

    13F-HR 0002059579-26-000001 filed by Wills Financial Group 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 10,846 shares
    Change vs previous 13F +134 shares

    0.11% of the 13F portfolio, value $276,352.

    13F-HR 0002059579-25-000007 filed by Wills Financial Group 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 10,712 shares
    Change vs previous 13F +489 shares

    0.11% of the 13F portfolio, value $259,669.

    13F-HR 0002059579-25-000004 filed by Wills Financial Group 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 10,223 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $259,055.

    13F-HR 0002059579-25-000003 filed by Wills Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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