Consilium Wealth Advisory, LLC

SEC CIK: 0001904906
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

PFE holding history

Pfizer Inc in every 13F filed by Consilium Wealth Advisory, 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 2023): 0; Sold out in Q2 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2022

Holdings of PFE by Consilium Wealth Advisory, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2023	0	$0	0.0%	−5,575−100.0%	Sold out	Holders
Q1 2023	5,575	$227.5K	0.2%	−306−5.2%	Reduced	Holders
Q4 2022	5,881	$301.3K	0.3%	+1,068+22.2%	Added	Holders
Q3 2022	4,813	$211.0K	0.2%	+4,813	New	Holders