Dopkins Wealth Management, LLC

SEC CIK: 0001904152
Latest filing: Jul 14, 2026

SEC filings (opens in a new tab)

PFE holding history

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

Shares (Q2 2026): 14,258
Value: $343.3K
% of portfolio: 0.1%
Quarters held: 3; Since Q4 2025

Holdings of PFE by Dopkins Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	14,258	$343.3K	0.1%	+358+2.6%	Added	Holders
Q1 2026	13,900	$390.3K	0.2%	+1,000+7.8%	Added	Holders
Q4 2025	12,900	$321.2K	0.1%	+12,900	New	Holders