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PBMares Wealth Management LLC

SEC CIK
0001801682
Latest filing
Oct 27, 2025

PFE holding history

Pfizer Inc in every 13F filed by PBMares Wealth Management 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 Q3 2025 holdings

Shares (Q3 2025)
11,547
Value
$294.2K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of PFE by PBMares Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202511,547$294.2K<0.1%+471+4.3%AddedHolders
Q2 202511,076$268.5K<0.1%−118−1.1%ReducedHolders
Q1 202511,194$283.6K0.1%−1,508−11.9%ReducedHolders
Q4 202412,702$337.0K0.1%−124−1.0%ReducedHolders
Q3 202412,826$371.2K0.1%−646−4.8%ReducedHolders
Q2 202413,472$376.9K0.1%−710−5.0%ReducedHolders
Q1 202414,182$393.6K0.1%−4,653−24.7%ReducedHolders
Q4 202318,835$542.3K0.2%−4,628−19.7%ReducedHolders
Q3 202323,463$778.3K0.3%−386−1.6%ReducedHolders
Q2 202323,849$874.8K0.3%+40.0%AddedHolders
Q1 202323,845$972.9K0.4%+40.0%AddedHolders
Q4 202223,841$1.22M0.5%−18−0.1%ReducedHolders
Q3 202223,859$1.04M0.5%+444+1.9%AddedHolders
Q2 202223,415$1.23M0.5%+37+0.2%AddedHolders
Q1 202223,378$1.21M0.7%+556+2.4%AddedHolders
Q4 202122,822$1.35M0.6%+1,055+4.8%AddedHolders
Q3 202121,767$936.0K0.4%+40.0%AddedHolders
Q2 202121,763$852.0K0.5%−812−3.6%ReducedHolders
Q1 202122,575$818.0K0.7%––Holders

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