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WBI INVESTMENTS, LLC: PFE position timeline

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

WBI INVESTMENTS, LLC held 102,076 PFE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 102,076 shares
    Change vs previous 13F -12,539 shares

    0.61% of the 13F portfolio, value $2,457,990.

    13F-HR 0001397424-26-000004 filed by WBI INVESTMENTS, 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 114,615 shares
    Change vs previous 13F -18,878 shares

    0.89% of the 13F portfolio, value $3,218,390.

    13F-HR 0001397424-26-000003 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • WBI INVESTMENTS, LLC: 114,615 shares
    • MILLINGTON SECURITIES, LLC: 114,615 shares (included in another member's report, not added)

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

  3. period ended2025-12-31
    13F 133,493 shares
    Change vs previous 13F -1,235 shares

    0.87% of the 13F portfolio, value $3,323,976.

    13F-HR 0001397424-26-000001 filed by WBI INVESTMENTS, 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 134,728 shares
    Change vs previous 13F -14,691 shares

    0.88% of the 13F portfolio, value $3,432,870.

    13F-HR 0001397424-25-000011 filed by WBI INVESTMENTS, 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 149,419 shares
    Change vs previous 13F +39,211 shares

    0.94% of the 13F portfolio, value $3,621,917.

    13F-HR 0001397424-25-000008 filed by WBI INVESTMENTS, 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 110,208 shares
    Change vs previous 13F -18,593 shares

    0.74% of the 13F portfolio, value $2,792,671.

    13F-HR 0001397424-25-000004 filed by WBI INVESTMENTS, 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 128,801 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $3,417,091.

    13F-HR 0001397424-25-000001 filed by WBI INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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