Position in PFE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,840
-$804 QoQ
Shares Held
201
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,765
of 2,820 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFE Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026CONSULTIVA WEALTH MANAGEMENT, CORP. holds $114,848 across 6 Drug Manufacturers - General names. PFE ranks #5 (4.2% of the industry book) .
All Filings in PFE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,840 | 201 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,644 | 201 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,004 | 201 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,121 | 201 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,872 | 201 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,093 | 201 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,679 | 101 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||