Delta Financial Advisors LLC

SEC CIK: 0001790295
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

PFE holding history

Pfizer Inc in every 13F filed by Delta Financial Advisors 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): 25,454
Value: $612.9K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of PFE by Delta Financial Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	25,454	$612.9K	0.1%	+188+0.7%	Added	Holders
Q1 2026	25,266	$709.5K	0.2%	+398+1.6%	Added	Holders
Q4 2025	24,868	$619.2K	0.2%	+1,104+4.6%	Added	Holders
Q3 2025	23,764	$605.5K	0.2%	+1,918+8.8%	Added	Holders
Q2 2025	21,846	$529.5K	0.2%	+177+0.8%	Added	Holders
Q1 2025	21,669	$549.1K	0.2%	−20−0.1%	Reduced	Holders
Q4 2024	21,689	$575.4K	0.2%	−13,752−38.8%	Reduced	Holders
Q3 2024	35,441	$1.03M	0.4%	+5,653+19.0%	Added	Holders
Q2 2024	29,788	$833.5K	0.3%	−231−0.8%	Reduced	Holders
Q1 2024	30,019	$833.0K	0.3%	+9,726+47.9%	Added	Holders
Q4 2023	20,293	$584.2K	0.3%	−39,393−66.0%	Reduced	Holders
Q3 2023	59,686	$1.98M	0.9%	+8,569+16.8%	Added	Holders
Q2 2023	51,117	$1.87M	0.8%	+6,236+13.9%	Added	Holders
Q1 2023	44,881	$1.83M	0.9%	−1,869−4.0%	Reduced	Holders
Q4 2022	46,750	$2.40M	1.2%	+108+0.2%	Added	Holders
Q3 2022	46,642	$2.04M	1.1%	+883+1.9%	Added	Holders
Q2 2022	45,759	$2.40M	1.2%	+463+1.0%	Added	Holders
Q1 2022	45,296	$2.35M	1.0%	−268−0.6%	Reduced	Holders
Q4 2021	45,564	$2.69M	1.1%	+1,315+3.0%	Added	Holders
Q3 2021	44,249	$1.90M	0.8%	+131+0.3%	Added	Holders
Q2 2021	44,118	$1.73M	0.8%	+3,834+9.5%	Added	Holders
Q1 2021	40,284	$1.46M	0.7%	–	–	Holders

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