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Summit Wealth Group, LLC

SEC CIK
0001802865
Latest filing
Aug 4, 2026

PFE holding history

Pfizer Inc in every 13F filed by Summit Wealth Group, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q3 2021
Holdings of PFE by Summit Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−7,649−100.0%Sold outHolders
Q1 20267,649$214.8K<0.1%−520−6.4%ReducedHolders
Q4 20258,169$203.4K<0.1%+225+2.8%AddedHolders
Q3 20257,944$202.4K<0.1%−1,143−12.6%ReducedHolders
Q2 20259,087$220.0K0.1%+9,087NewHolders
Q4 20240$00.0%−8,368−100.0%Sold outHolders
Q3 20248,368$242.0K0.1%00.0%UnchangedHolders
Q2 20248,368$234.0K0.1%+8,368NewHolders
Q3 20230$00.0%−11,665−100.0%Sold outHolders
Q2 202311,665$428.0K0.2%−464,267−97.5%ReducedHolders
Q1 2023475,932$120.3%+475,932NewHolders
Q4 20210$00.0%−7,349−100.0%Sold outHolders
Q3 20217,349$316.0K0.5%+7,349NewHolders