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VALLEY WEALTH MANAGERS, INC.: PFE position timeline

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

VALLEY WEALTH MANAGERS, INC. held 1,014,187 PFE shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,014,187 shares
    Change vs previous 13F +65,355 shares

    1.41% of the 13F portfolio, value $24,421,628.

    13F-HR 0000924166-26-000006 filed by VALLEY WEALTH MANAGERS, 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 948,832 shares
    Change vs previous 13F +207,642 shares

    1.72% of the 13F portfolio, value $26,643,206.

    13F-HR 0000924166-26-000004 filed by VALLEY WEALTH MANAGERS, 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 741,190 shares
    Change vs previous 13F -62,500 shares

    1.18% of the 13F portfolio, value $18,455,634.

    13F-HR 0000924166-26-000002 filed by VALLEY WEALTH MANAGERS, 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 803,690 shares
    Change vs previous 13F -2,872 shares

    1.35% of the 13F portfolio, value $20,478,024.

    13F-HR 0000924166-25-000012 filed by VALLEY WEALTH MANAGERS, 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 806,562 shares
    Change vs previous 13F +24,772 shares

    1.41% of the 13F portfolio, value $19,551,066.

    13F-HR 0000924166-25-000010 filed by VALLEY WEALTH MANAGERS, 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 781,790 shares
    Change vs previous 13F +242,296 shares

    1.5% of the 13F portfolio, value $19,810,561.

    13F-HR 0000924166-25-000006 filed by VALLEY WEALTH MANAGERS, 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 539,494 shares
    Change vs previous 13F -139,248 shares

    1.07% of the 13F portfolio, value $14,312,780.

    13F-HR 0000924166-25-000002 filed by VALLEY WEALTH MANAGERS, INC.
    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 678,742 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $19,642,806.

    13F-HR 0000924166-24-000008 filed by VALLEY WEALTH MANAGERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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