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Regent Peak Wealth Advisors LLC

SEC CIK
0001803329
Latest filing
Jul 10, 2026

PFE holding history

Pfizer Inc in every 13F filed by Regent Peak Wealth Advisors 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 (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q1 2021
Holdings of PFE by Regent Peak Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−6,938−100.0%Sold outHolders
Q3 20246,938$200.8K<0.1%−3,772−35.2%ReducedHolders
Q2 202410,710$299.7K0.1%−49−0.5%ReducedHolders
Q1 202410,759$298.6K0.1%−2,807−20.7%ReducedHolders
Q4 202313,566$390.6K0.1%−199−1.4%ReducedHolders
Q3 202313,765$456.6K0.1%−603−4.2%ReducedHolders
Q2 202314,368$527.0K0.2%−336−2.3%ReducedHolders
Q1 202314,704$599.9K0.2%−712−4.6%ReducedHolders
Q4 202215,416$789.9K0.3%+648+4.4%AddedHolders
Q3 202214,768$646.0K0.2%−111−0.7%ReducedHolders
Q2 202214,879$780.0K0.3%+266+1.8%AddedHolders
Q1 202214,613$757.0K0.2%+184+1.3%AddedHolders
Q4 202114,429$852.0K0.2%+529+3.8%AddedHolders
Q3 202113,900$598.0K0.2%+180+1.3%AddedHolders
Q2 202113,720$587.0K0.2%+891+6.9%AddedHolders
Q1 202112,829$464.0K0.2%––Holders

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