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Xcel Wealth Management, LLC: PFE position timeline

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

Xcel Wealth Management, LLC held 164,138 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 164,138 shares
    Change vs previous 13F +16,175 shares

    0.94% of the 13F portfolio, value $3,952,443.

    13F-HR 0001705819-26-000046 filed by Xcel Wealth Management, 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 147,963 shares
    Change vs previous 13F -10,224 shares

    1.16% of the 13F portfolio, value $4,154,793.

    13F-HR 0001705819-26-000027 filed by Xcel Wealth Management, 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 158,187 shares
    Change vs previous 13F -26,595 shares

    1.01% of the 13F portfolio, value $3,938,849.

    13F-HR 0001705819-26-000013 filed by Xcel Wealth Management, 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 184,782 shares
    Change vs previous 13F -14,854 shares

    1.22% of the 13F portfolio, value $4,708,238.

    13F-HR 0001705819-25-000071 filed by Xcel Wealth Management, 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 199,636 shares
    Change vs previous 13F -29,641 shares

    1.38% of the 13F portfolio, value $4,839,170.

    13F-HR 0001705819-25-000046 filed by Xcel Wealth Management, 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 229,277 shares
    Change vs previous 13F -2,890 shares

    1.81% of the 13F portfolio, value $5,809,878.

    13F-HR 0001705819-25-000027 filed by Xcel Wealth Management, 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 232,167 shares
    Change vs previous 13F -44,544 shares

    1.71% of the 13F portfolio, value $6,159,395.

    13F-HR 0001705819-25-000018 filed by Xcel Wealth Management, 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 276,711 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $8,008,017.

    13F-HR 0001705819-24-000056 filed by Xcel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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