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ANGELES WEALTH MANAGEMENT, LLC: PFE position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 17,009 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,009 shares
    Change vs previous 13F +358 shares

    0.02% of the 13F portfolio, value $409,582.

    13F-HR 0001398344-26-012905 filed by ANGELES 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 16,651 shares
    Change vs previous 13F +2,378 shares

    0.03% of the 13F portfolio, value $467,571.

    13F-HR 0001398344-26-008459 filed by ANGELES 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 14,273 shares
    Change vs previous 13F +2,847 shares

    0.02% of the 13F portfolio, value $355,388.

    13F-HR 0001398344-26-003295 filed by ANGELES 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 11,426 shares
    Change vs previous 13F -507 shares

    0.02% of the 13F portfolio, value $291,130.

    13F-HR 0001398344-25-020722 filed by ANGELES 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 11,933 shares
    Change vs previous 13F +753 shares

    0.02% of the 13F portfolio, value $289,254.

    13F-HR 0001398344-25-013971 filed by ANGELES 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 11,180 shares
    Change vs previous 13F -24,006 shares

    0.02% of the 13F portfolio, value $283,301.

    13F-HR 0001398344-25-008850 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 0 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 11,180 shares

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

  7. period ended2024-12-31
    13F 35,186 shares
    Change vs previous 13F +2,542 shares

    0.03% of the 13F portfolio, value $933,485.

    13F-HR 0001398344-25-001300 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 16,507 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 18,679 shares

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

  8. period ended2024-09-30
    13F 32,644 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $944,717.

    13F-HR 0001398344-24-019999 filed by Angeles Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 16,847 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 15,797 shares

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