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Encompass Wealth Advisors, LLC

SEC CIK
0001849614
Latest filing
Jul 21, 2026

PFE holding history

Pfizer Inc in every 13F filed by Encompass 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 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
19
Since Q1 2021
Holdings of PFE by Encompass Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−15,276−100.0%Sold outHolders
Q3 202515,276$389.2K0.1%+423+2.8%AddedHolders
Q2 202514,853$360.0K0.1%+1,094+8.0%AddedHolders
Q1 202513,759$348.6K0.1%+73+0.5%AddedHolders
Q4 202413,686$363.1K0.1%+1,560+12.9%AddedHolders
Q3 202412,126$350.9K0.1%+16+0.1%AddedHolders
Q2 202412,110$338.8K0.1%+506+4.4%AddedHolders
Q1 202411,604$322.0K0.1%+346+3.1%AddedHolders
Q4 202311,258$324.1K0.1%−190−1.7%ReducedHolders
Q3 202311,448$379.7K0.1%−488−4.1%ReducedHolders
Q2 202311,936$437.8K0.1%+328+2.8%AddedHolders
Q1 202311,608$473.6K0.2%+35+0.3%AddedHolders
Q4 202211,573$593.0K0.2%+22+0.2%AddedHolders
Q3 202211,551$505.0K0.2%+509+4.6%AddedHolders
Q2 202211,042$579.0K0.2%−543−4.7%ReducedHolders
Q1 202211,585$600.0K0.2%−10−0.1%ReducedHolders
Q4 202111,595$685.0K0.2%−19−0.2%ReducedHolders
Q3 202111,614$499.0K0.1%−1,634−12.3%ReducedHolders
Q2 202113,248$518.0K0.1%−2,010−13.2%ReducedHolders
Q1 202115,258$609.0K0.2%––Holders

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