Precedent Wealth Partners, LLC

SEC CIK: 0002008666
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

PFE holding history

Pfizer Inc in every 13F filed by Precedent Wealth Partners, 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): 11,016
Value: $265.3K
% of portfolio: <0.1%
Quarters held: 2; Since Q4 2023

Holdings of PFE by Precedent Wealth Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	11,016	$265.3K	<0.1%	+11,016	New	Holders
Q1 2024	0	$0	0.0%	−17,990−100.0%	Sold out	Holders
Q4 2023	17,990	$517.9K	0.3%	–	No prior filing	Holders