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Naviter Wealth, LLC

SEC CIK
0001855567
Latest filing
Aug 7, 2026

PFE holding history

Pfizer Inc in every 13F filed by Naviter Wealth, 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)
56,357
Value
$1.36M
% of portfolio
0.1%
Quarters held
17
Since Q2 2022
Holdings of PFE by Naviter Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202656,357$1.36M0.1%+8,185+17.0%AddedHolders
Q1 202648,172$1.35M0.2%+3,526+7.9%AddedHolders
Q4 202544,646$1.11M0.1%−7,738−14.8%ReducedHolders
Q3 202552,384$1.33M0.2%−1,574−2.9%ReducedHolders
Q2 202553,958$1.31M0.2%+685+1.3%AddedHolders
Q1 202553,273$1.34M0.2%−6,760−11.3%ReducedHolders
Q4 202460,033$1.59M0.2%+9,408+18.6%AddedHolders
Q3 202450,625$1.47M0.2%−2,350−4.4%ReducedHolders
Q2 202452,975$1.48M0.2%+13,988+35.9%AddedHolders
Q1 202438,987$1.08M0.2%+17,430+80.9%AddedHolders
Q4 202321,557$620.6K0.1%−3,036−12.3%ReducedHolders
Q3 202324,593$815.8K0.2%−898−3.5%ReducedHolders
Q2 202325,491$935.0K0.2%+3,153+14.1%AddedHolders
Q1 202322,338$911.4K0.3%+5,612+33.6%AddedHolders
Q4 202216,726$747.8K0.2%−451−2.6%ReducedHolders
Q3 202217,177$752.0K0.3%+3,245+23.3%AddedHolders
Q2 202213,932$730.0K0.3%+13,932NewHolders