Bogart Wealth, LLC

SEC CIK: 0001715740
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

PFE holding history

Pfizer Inc in every 13F filed by Bogart Wealth, 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): 512,324
Value: $12.3M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of PFE by Bogart Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	512,324	$12.3M	0.4%	+25,805+5.3%	Added	Holders
Q1 2026	486,519	$13.7M	0.5%	+16,316+3.5%	Added	Holders
Q4 2025	470,203	$11.7M	0.5%	−2,441−0.5%	Reduced	Holders
Q3 2025	472,644	$12.0M	0.5%	+61,485+15.0%	Added	Holders
Q2 2025	411,159	$9.97M	0.4%	+23,380+6.0%	Added	Holders
Q1 2025	387,779	$9.83M	0.5%	+21,526+5.9%	Added	Holders
Q4 2024	366,253	$9.72M	0.5%	+126,501+52.8%	Added	Holders
Q3 2024	239,752	$6.94M	0.3%	+709+0.3%	Added	Holders
Q2 2024	239,043	$6.69M	0.3%	+449+0.2%	Added	Holders
Q1 2024	238,594	$6.62M	0.3%	−29,945−11.2%	Reduced	Holders
Q4 2023	268,539	$7.73M	0.4%	+4,543+1.7%	Added	Holders
Q3 2023	263,996	$8.76M	0.5%	+5,309+2.1%	Added	Holders
Q2 2023	258,687	$9.49M	0.6%	+2,935+1.1%	Added	Holders
Q1 2023	255,752	$10.4M	0.7%	+41,341+19.3%	Added	Holders
Q4 2022	214,411	$11.0M	0.8%	+14,661+7.3%	Added	Holders
Q3 2022	199,750	$8.74M	0.7%	+27,682+16.1%	Added	Holders
Q2 2022	172,068	$9.02M	0.8%	+22,988+15.4%	Added	Holders
Q1 2022	149,080	$7.72M	0.7%	+12,335+9.0%	Added	Holders
Q4 2021	136,745	$8.07M	0.7%	+5,133+3.9%	Added	Holders
Q3 2021	131,612	$5.66M	0.6%	+6,569+5.3%	Added	Holders
Q2 2021	125,043	$4.90M	0.5%	+21,609+20.9%	Added	Holders
Q1 2021	103,434	$3.75M	0.5%	–	–	Holders

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