JFS Wealth Advisors, LLC

SEC CIK: 0001568068
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

PFE holding history

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

PFE overview All 13F holders of PFE Full Q2 2026 holdings

Shares (Q2 2026): 40,840
Value: $983.4K
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of PFE by JFS Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	40,840	$983.4K	<0.1%	−1,154−2.7%	Reduced	Holders
Q1 2026	41,994	$1.18M	0.1%	−1,799−4.1%	Reduced	Holders
Q4 2025	43,793	$1.09M	0.1%	−3,897−8.2%	Reduced	Holders
Q3 2025	47,690	$1.22M	0.1%	+4,485+10.4%	Added	Holders
Q2 2025	43,205	$1.05M	0.1%	−676−1.5%	Reduced	Holders
Q1 2025	43,881	$1.11M	0.1%	+1,623+3.8%	Added	Holders
Q4 2024	42,258	$1.12M	0.1%	−3,288−7.2%	Reduced	Holders
Q3 2024	45,546	$1.32M	0.1%	+71+0.2%	Added	Holders
Q2 2024	45,475	$1.27M	0.1%	−1,238−2.7%	Reduced	Holders
Q1 2024	46,713	$1.30M	0.1%	−1,104−2.3%	Reduced	Holders
Q4 2023	47,817	$1.38M	0.1%	−381−0.8%	Reduced	Holders
Q3 2023	48,198	$1.60M	0.2%	+947+2.0%	Added	Holders
Q2 2023	47,251	$1.73M	0.2%	+868+1.9%	Added	Holders
Q1 2023	46,383	$1.89M	0.2%	−239−0.5%	Reduced	Holders
Q4 2022	46,622	$2.39M	0.2%	−894−1.9%	Reduced	Holders
Q3 2022	47,516	$2.08M	0.2%	−300−0.6%	Reduced	Holders
Q2 2022	47,816	$2.51M	0.3%	+508+1.1%	Added	Holders
Q1 2022	47,308	$2.45M	0.2%	+297+0.6%	Added	Holders
Q4 2021	47,011	$2.78M	0.3%	+2,514+5.6%	Added	Holders
Q3 2021	44,497	$1.91M	0.2%	+320+0.7%	Added	Holders
Q2 2021	44,177	$1.73M	0.3%	+61+0.1%	Added	Holders
Q1 2021	44,116	$1.60M	0.3%	–	–	Holders

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