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Livermore
Livermore
ZHEN

Summit Wealth Partners, LLC

SEC CIK
0002033312
Latest filing
Aug 3, 2026

PFE holding history

Pfizer Inc in every 13F filed by Summit 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 overviewAll 13F holders of PFEFull Q2 2026 holdings

Shares (Q2 2026)
21,656
Value
$521.5K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of PFE by Summit Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,656$521.5K0.1%−170−0.8%ReducedHolders
Q1 202621,826$612.9K0.1%+2,357+12.1%AddedHolders
Q4 202519,469$484.8K0.1%−501−2.5%ReducedHolders
Q3 202519,970$508.8K0.1%−5,298−21.0%ReducedHolders
Q2 202525,268$612.5K0.1%−1,376−5.2%ReducedHolders
Q1 202526,644$675.2K0.1%+1,507+6.0%AddedHolders
Q4 202425,137$666.9K0.1%+200+0.8%AddedHolders
Q3 202424,937$721.7K0.1%+1,000+4.2%AddedHolders
Q2 202423,937$669.8K0.1%00.0%UnchangedHolders
Q1 202423,937$664.3K0.1%−222−0.9%ReducedHolders
Q4 202324,159$695.5K0.2%−602−2.4%ReducedHolders
Q3 202324,761$821.3K0.2%+627+2.6%AddedHolders
Q2 202324,134$885.2K0.2%−45−0.2%ReducedHolders
Q1 202324,179$986.5K0.3%00.0%UnchangedHolders
Q4 202224,179$1.24M0.3%+45+0.2%AddedHolders
Q3 202224,134$1.06M0.3%00.0%UnchangedHolders
Q2 202224,134$1.27M0.3%+40.0%AddedHolders
Q1 202224,130$1.25M0.3%−492−2.0%ReducedHolders
Q4 202124,622$1.45M0.3%+334+1.4%AddedHolders
Q3 202124,288$1.04M0.2%+80.0%AddedHolders
Q2 202124,280$950.8K0.2%−1,248−4.9%ReducedHolders
Q1 202125,528$924.9K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.