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Livermore
Livermore
ZHEN

Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

PFE holding history

Pfizer Inc in every 13F filed by Heritage Wealth Advisors, 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)
2,636
Value
$63.5K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PFE by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,636$63.5K<0.1%−100−3.7%ReducedHolders
Q1 20262,736$76.8K<0.1%+295+12.1%AddedHolders
Q4 20252,441$60.8K<0.1%−2,305−48.6%ReducedHolders
Q3 20254,746$120.9K<0.1%00.0%UnchangedHolders
Q2 20254,746$115.0K<0.1%−2,988−38.6%ReducedHolders
Q1 20257,734$196.0K<0.1%−1,816−19.0%ReducedHolders
Q4 20249,550$253.4K<0.1%00.0%UnchangedHolders
Q3 20249,550$276.4K<0.1%−43−0.4%ReducedHolders
Q2 20249,593$268.4K<0.1%00.0%UnchangedHolders
Q1 20249,593$266.2K<0.1%−6,990−42.2%ReducedHolders
Q4 202316,583$477.4K<0.1%−950−5.4%ReducedHolders
Q3 202317,533$581.6K<0.1%+2,724+18.4%AddedHolders
Q2 202314,809$543.2K<0.1%00.0%UnchangedHolders
Q1 202314,809$604.2K<0.1%+950+6.9%AddedHolders
Q4 202213,859$710.1K<0.1%00.0%UnchangedHolders
Q3 202213,859$606.5K<0.1%−452−3.2%ReducedHolders
Q2 202214,311$750.0K0.1%+260+1.9%AddedHolders
Q1 202214,051$727.0K<0.1%00.0%UnchangedHolders
Q4 202114,051$830.0K<0.1%+1,659+13.4%AddedHolders
Q3 202112,392$533.0K<0.1%−2,150−14.8%ReducedHolders
Q2 202114,542$569.5K<0.1%+1,340+10.1%AddedHolders
Q1 202113,202$478.3K<0.1%––Holders

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