Secure Asset Management, LLC

SEC CIK: 0001800692
Latest filing: Jul 15, 2026

SEC filings (opens in a new tab)

PFE holding history

Pfizer Inc in every 13F filed by Secure Asset Management, 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): 20,505
Value: $493.8K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of PFE by Secure Asset Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	20,505	$493.8K	0.1%	−2,402−10.5%	Reduced	Holders
Q1 2026	22,907	$643.2K	0.1%	−4,010−14.9%	Reduced	Holders
Q4 2025	26,917	$670.2K	0.1%	−244−0.9%	Reduced	Holders
Q3 2025	27,161	$739.0K	0.1%	−6,682−19.7%	Reduced	Holders
Q2 2025	33,843	$820.4K	0.2%	+1,342+4.1%	Added	Holders
Q1 2025	32,501	$823.6K	0.2%	−55,373−63.0%	Reduced	Holders
Q4 2024	87,874	$2.33M	0.4%	+21,294+32.0%	Added	Holders
Q3 2024	66,580	$1.93M	0.3%	+8,252+14.1%	Added	Holders
Q2 2024	58,328	$1.63M	0.3%	+353+0.6%	Added	Holders
Q1 2024	57,975	$1.61M	0.4%	+9,180+18.8%	Added	Holders
Q4 2023	48,795	$1.40M	0.4%	+577+1.2%	Added	Holders
Q3 2023	48,218	$1.60M	0.5%	+37,214+338.2%	Added	Holders
Q2 2023	11,004	$403.6K	0.1%	+307+2.9%	Added	Holders
Q1 2023	10,697	$436.4K	0.1%	−5,138−32.4%	Reduced	Holders
Q4 2022	15,835	$811.4K	0.3%	+537+3.5%	Added	Holders
Q3 2022	15,298	$669.0K	0.4%	+1,153+8.2%	Added	Holders
Q2 2022	14,145	$742.0K	0.4%	+2,420+20.6%	Added	Holders
Q1 2022	11,725	$607.0K	0.3%	−368−3.0%	Reduced	Holders
Q4 2021	12,093	$714.0K	0.3%	+4,691+63.4%	Added	Holders
Q3 2021	7,402	$318.0K	0.2%	−1,058−12.5%	Reduced	Holders
Q2 2021	8,460	$331.0K	0.2%	+881+11.6%	Added	Holders
Q1 2021	7,579	$275.0K	0.2%	–	–	Holders

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