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PDS Planning, Inc

SEC CIK
0000838618
Latest filing
Aug 5, 2026

PFE holding history

Pfizer Inc in every 13F filed by PDS Planning, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PFE overviewAll 13F holders of PFEFull Q2 2026 holdings

Shares (Q2 2026)
31,747
Value
$764.5K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PFE by PDS Planning, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202631,747$764.5K<0.1%−3,384−9.6%ReducedHolders
Q1 202635,131$986.5K0.1%+1,785+5.4%AddedHolders
Q4 202533,346$830.3K0.1%+1,095+3.4%AddedHolders
Q3 202532,251$821.7K0.1%−1,824−5.4%ReducedHolders
Q2 202534,075$826.0K0.1%−72−0.2%ReducedHolders
Q1 202534,147$865.3K0.1%+1,439+4.4%AddedHolders
Q4 202432,708$867.7K0.1%+1,262+4.0%AddedHolders
Q3 202431,446$910.1K0.1%+3,237+11.5%AddedHolders
Q2 202428,209$789.3K0.1%+3,804+15.6%AddedHolders
Q1 202424,405$677.3K0.1%−1,203−4.7%ReducedHolders
Q4 202325,608$737.2K0.1%+968+3.9%AddedHolders
Q3 202324,640$817.3K0.1%−2,783−10.1%ReducedHolders
Q2 202327,423$1.01M0.1%−934−3.3%ReducedHolders
Q1 202328,357$1.16M0.2%+9,153+47.7%AddedHolders
Q4 202219,204$984.0K0.2%+586+3.1%AddedHolders
Q3 202218,618$815.0K0.1%−393−2.1%ReducedHolders
Q2 202219,011$997.0K0.2%+20+0.1%AddedHolders
Q1 202218,991$983.0K0.2%+4,888+34.7%AddedHolders
Q4 202114,103$833.0K0.2%−4,489−24.1%ReducedHolders
Q3 202118,592$800.0K0.2%+455+2.5%AddedHolders
Q2 202118,137$710.0K0.2%+1,438+8.6%AddedHolders
Q1 202116,699$605.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.