Personal Cfo Solutions, LLC

SEC CIK: 0001677501
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

PFE holding history

Pfizer Inc in every 13F filed by Personal Cfo Solutions, 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): 66,535
Value: $1.60M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of PFE by Personal Cfo Solutions, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	66,535	$1.60M	0.2%	−1,698−2.5%	Reduced	Holders
Q1 2026	68,233	$1.92M	0.3%	−233−0.3%	Reduced	Holders
Q4 2025	68,466	$1.70M	0.3%	−670−1.0%	Reduced	Holders
Q3 2025	69,136	$1.76M	0.3%	+1,376+2.0%	Added	Holders
Q2 2025	67,760	$1.64M	0.3%	−17,404−20.4%	Reduced	Holders
Q1 2025	85,164	$2.16M	0.4%	+60+0.1%	Added	Holders
Q4 2024	85,104	$2.26M	0.4%	−3,726−4.2%	Reduced	Holders
Q3 2024	88,830	$2.57M	0.4%	−7,763−8.0%	Reduced	Holders
Q2 2024	96,593	$2.70M	0.4%	+20,764+27.4%	Added	Holders
Q1 2024	75,829	$2.10M	0.3%	+1,711+2.3%	Added	Holders
Q4 2023	74,118	$2.13M	0.4%	+5,545+8.1%	Added	Holders
Q3 2023	68,573	$2.27M	0.4%	−1,136−1.6%	Reduced	Holders
Q2 2023	69,709	$2.56M	0.5%	−1,024−1.4%	Reduced	Holders
Q1 2023	70,733	$2.89M	0.6%	+2,270+3.3%	Added	Holders
Q4 2022	68,463	$3.51M	0.7%	+11,009+19.2%	Added	Holders
Q3 2022	57,454	$2.51M	0.6%	−30,990−35.0%	Reduced	Holders
Q2 2022	88,444	$4.64M	1.1%	−3,439−3.7%	Reduced	Holders
Q1 2022	91,883	$4.76M	0.9%	+5,031+5.8%	Added	Holders
Q4 2021	86,852	$5.13M	1.0%	+44,984+107.4%	Added	Holders
Q3 2021	41,868	$1.80M	0.4%	+5,989+16.7%	Added	Holders
Q2 2021	35,879	$1.41M	0.3%	−1,282−3.4%	Reduced	Holders
Q1 2021	37,161	$1.35M	0.3%	–	–	Holders

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