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Asset Planning,Inc

SEC CIK
0002048547
Latest filing
Jul 27, 2026

PFE holding history

Pfizer Inc in every 13F filed by Asset Planning,Inc, 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)
6,735
Value
$162.2K
% of portfolio
0.1%
Quarters held
7
Since Q4 2024
Holdings of PFE by Asset Planning,Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,735$162.2K0.1%−72−1.1%ReducedHolders
Q1 20266,807$191.1K0.1%−723−9.6%ReducedHolders
Q4 20257,530$187.5K0.1%−597−7.3%ReducedHolders
Q3 20258,127$207.1K0.1%−799−9.0%ReducedHolders
Q2 20258,926$216.4K0.2%+48+0.5%AddedHolders
Q1 20258,878$225.0K0.2%−19,535−68.8%ReducedHolders
Q4 202428,413$753.8K0.6%–No prior filingHolders