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Mindset Wealth Management, LLC

SEC CIK
0002044232
Latest filing
Aug 4, 2026

PFE holding history

Pfizer Inc in every 13F filed by Mindset 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 (Q2 2026)
13,340
Value
$321.2K
% of portfolio
0.1%
Quarters held
4
Since Q4 2024
Holdings of PFE by Mindset Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,340$321.2K0.1%+5,807+77.1%AddedHolders
Q1 20267,533$211.5K0.1%+7,533NewHolders
Q2 20250$00.0%−8,209−100.0%Sold outHolders
Q1 20258,209$208.0K0.1%+495+6.4%AddedHolders
Q4 20247,714$204.7K0.1%+7,714NewHolders