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Twelve Points Wealth Management LLC

SEC CIK
0001877090
Latest filing
Aug 7, 2026

PFE holding history

Pfizer Inc in every 13F filed by Twelve Points 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 Q2 2026 holdings

Shares (Q2 2026)
9,868
Value
$237.6K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2021
Holdings of PFE by Twelve Points Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,868$237.6K<0.1%−698−6.6%ReducedHolders
Q1 202610,566$296.7K0.1%+32+0.3%AddedHolders
Q4 202510,534$268.4K0.1%−4,830−31.4%ReducedHolders
Q3 202515,364$391.5K0.1%−42−0.3%ReducedHolders
Q2 202515,406$373.4K0.1%+279+1.8%AddedHolders
Q1 202515,127$383.3K0.1%−70.0%ReducedHolders
Q4 202415,134$401.5K0.1%−157−1.0%ReducedHolders
Q3 202415,291$442.5K0.1%+202+1.3%AddedHolders
Q2 202415,089$422.2K0.1%+15,089NewHolders
Q2 20230$00.0%−5,319−100.0%Sold outHolders
Q1 20235,319$217.0K0.1%+354+7.1%AddedHolders
Q4 20224,965$254.4K0.2%00.0%UnchangedHolders
Q3 20224,965$217.0K0.2%00.0%UnchangedHolders
Q2 20224,965$260.0K0.2%−233−4.5%ReducedHolders
Q1 20225,198$269.0K0.2%−1,418−21.4%ReducedHolders
Q4 20216,616$391.0K0.3%–No prior filingHolders