Roberts Wealth Advisors, LLC

SEC CIK: 0001885319
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

PFE holding history

Pfizer Inc in every 13F filed by Roberts 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 overview All 13F holders of PFE Full Q2 2026 holdings

Shares (Q4 2024): 0; Sold out in Q4 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2024

Holdings of PFE by Roberts Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2024	0	$0	0.0%	−58,497−100.0%	Sold out	Holders
Q3 2024	58,497	$1.71M	0.6%	+1,589+2.8%	Added	Holders
Q2 2024	56,908	$1.58M	0.5%	+3,895+7.3%	Added	Holders
Q1 2024	53,013	$1.37M	0.5%	+53,013	New	Holders