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Livermore
Livermore
ZHEN

Integrated Wealth Concepts LLC

SEC CIK
0001737109
Latest filing
Sep 8, 2026

PFE holding history

Pfizer Inc in every 13F filed by Integrated Wealth Concepts LLC, 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)
458,762
Value
$11.0M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of PFE by Integrated Wealth Concepts LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026458,762$11.0M0.1%−27,919−5.7%ReducedHolders
Q1 2026486,681$13.7M0.1%+222,593+84.3%AddedHolders
Q4 2025264,088$6.58M0.1%−229,066−46.4%ReducedHolders
Q3 2025493,154$12.6M0.1%−13,582−2.7%ReducedHolders
Q2 2025506,736$12.3M0.1%+25,571+5.3%AddedHolders
Q1 2025481,165$12.2M0.1%−10,984−2.2%ReducedHolders
Q4 2024492,149$13.1M0.2%+3,392+0.7%AddedHolders
Q3 2024488,757$14.1M0.2%+52,662+12.1%AddedHolders
Q2 2024436,095$12.2M0.2%+2,157+0.5%AddedHolders
Q1 2024433,938$12.0M0.2%+3,155+0.7%AddedHolders
Q4 2023430,783$12.4M0.2%−15,100−3.4%ReducedHolders
Q3 2023445,883$14.8M0.3%−9,578−2.1%ReducedHolders
Q2 2023455,461$16.7M0.3%+144,245+46.3%AddedHolders
Q1 2023311,216$12.7M0.3%+26,316+9.2%AddedHolders
Q4 2022284,900$14.6M0.4%+3,528+1.3%AddedHolders
Q3 2022281,372$12.3M0.4%+7,329+2.7%AddedHolders
Q2 2022274,043$14.4M0.4%−4,992−1.8%ReducedHolders
Q1 2022279,035$14.4M0.4%+643+0.2%AddedHolders
Q4 2021278,392$16.4M0.5%+9,448+3.5%AddedHolders
Q3 2021268,944$11.6M0.4%+77,085+40.2%AddedHolders
Q2 2021191,859$7.51M0.3%+17,620+10.1%AddedHolders
Q1 2021174,239$6.31M0.3%––Holders

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