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Holistic Financial Partners

SEC CIK
0001729304
Latest filing
Jul 23, 2026

PFE holding history

Pfizer Inc in every 13F filed by Holistic Financial Partners, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
21
Since Q1 2021
Holdings of PFE by Holistic Financial Partners, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−11,806−100.0%Sold outHolders
Q1 202611,806$331.5K0.1%+299+2.6%AddedHolders
Q4 202511,507$286.5K0.1%−248−2.1%ReducedHolders
Q3 202511,755$299.5K0.1%+853+7.8%AddedHolders
Q2 202510,902$264.3K0.1%+1,799+19.8%AddedHolders
Q1 20259,103$230.7K0.1%+45+0.5%AddedHolders
Q4 20249,058$240.3K0.1%−184−2.0%ReducedHolders
Q3 20249,242$267.5K0.1%+250+2.8%AddedHolders
Q2 20248,992$251.6K0.1%−1,744−16.2%ReducedHolders
Q1 202410,736$297.9K0.2%+321+3.1%AddedHolders
Q4 202310,415$299.9K0.2%+2,653+34.2%AddedHolders
Q3 20237,762$257.5K0.2%+917+13.4%AddedHolders
Q2 20236,845$251.1K0.2%+159+2.4%AddedHolders
Q1 20236,686$272.8K0.2%+34+0.5%AddedHolders
Q4 20226,652$340.9K0.3%+28+0.4%AddedHolders
Q3 20226,624$290.0K0.3%+27+0.4%AddedHolders
Q2 20226,597$346.0K0.3%+29+0.4%AddedHolders
Q1 20226,568$340.0K0.2%−80−1.2%ReducedHolders
Q4 20216,648$393.0K0.2%−1,790−21.2%ReducedHolders
Q3 20218,438$363.0K0.2%+864+11.4%AddedHolders
Q2 20217,574$297.0K0.2%+34+0.5%AddedHolders
Q1 20217,540$273.0K0.2%––Holders

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