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Level Wealth Management LLC

SEC CIK
0002036775
Latest filing
Jul 28, 2026

PFE holding history

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

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q4 2024
Holdings of PFE by Level Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−10,900−100.0%Sold outHolders
Q3 202510,900$277.7K0.1%00.0%UnchangedHolders
Q2 202510,900$264.2K0.2%−426−3.8%ReducedHolders
Q1 202511,326$287.0K0.2%−850−7.0%ReducedHolders
Q4 202412,176$323.0K0.2%–No prior filingHolders