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Ascentis Wealth Management, LLC: PFE position timeline

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

Ascentis Wealth Management, LLC held 81,054 PFE shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 81,054 shares
    Change vs previous 13F -60,688 shares

    0.29% of the 13F portfolio, value $1,952,422.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 0 shares
    • Ascentis Wealth Management, LLC: 81,054 shares

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

  2. period ended2026-03-31
    13F 141,742 shares
    Change vs previous 13F +45,642 shares

    0.22% of the 13F portfolio, value $3,980,224.

    13F-HR 0002032602-26-000003 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 69,810 shares
    • Ascentis Wealth Management, LLC: 71,932 shares

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

  3. period ended2025-12-31
    13F 96,100 shares
    Change vs previous 13F +3,593 shares

    0.23% of the 13F portfolio, value $2,393,554.

    13F-HR 0002032602-26-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 33,847 shares
    • Ascentis Wealth Management, LLC: 62,253 shares

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

  4. period ended2025-09-30
    13F 92,507 shares
    Change vs previous 13F +94 shares

    0.22% of the 13F portfolio, value $2,357,781.

    13F-HR 0002032602-25-000005 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 28,905 shares
    • Ascentis Wealth Management, LLC: 63,602 shares

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

  5. period ended2025-06-30
    13F 92,413 shares
    Change vs previous 13F +14,738 shares

    0.24% of the 13F portfolio, value $2,291,670.

    13F-HR 0001979372-25-000006 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 28,797 shares
    • Ascentis Wealth Management, LLC: 63,616 shares

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

  6. period ended2025-03-31
    13F 77,675 shares
    Change vs previous 13F +57,373 shares

    0.23% of the 13F portfolio, value $1,921,610.

    13F-HR 0002032602-25-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 18,449 shares
    • Ascentis Wealth Management, LLC: 59,226 shares

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

  7. period ended2024-12-31
    13F 20,302 shares
    Change vs previous 13F -21,505 shares

    0.06% of the 13F portfolio, value $538,612.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 18,188 shares
    • Ascentis Wealth Management, LLC: 2,114 shares

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

  8. period ended2024-09-30
    13F/A 41,807 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,209,890.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 37,846 shares
    • Ascentis Wealth Management, LLC: 3,961 shares

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