Twelve Points Wealth Management LLC

Position in PFE — Pfizer Inc

CIK 1877090 CONCORD, MA

Position in PFE

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$237,621

-$59,072 QoQ

Shares Held

9,868

-6.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#2,316

of 2,821 holders

Holding Since

Dec 2021

15 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Healthcare · as of Jun 30, 2026

Twelve Points Wealth Management LLC holds $8,917,030 across 7 Drug Manufacturers - General names. PFE ranks #7 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	11,534	$2,929,289
2	MRK	Merck & Co., Inc.	13,661	$1,755,438
3	ABBV	AbbVie Inc.	4,906	$1,234,545
4	AMGN	Amgen Inc	3,235	$1,171,458
5	LLY	ELI LILLY & Co	925	$1,109,472
6	GILD	Gilead Sciences, Inc.	3,793	$479,207
7	PFE	Pfizer Inc This page	9,868	$237,621

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$237,621	9,868	-6.6%	Shares	Sole	2026-08-07
2026-03-31	$296,693	10,566	+0.3%	Shares	Sole	2026-04-14
2025-12-31	$262,296	10,534	-31.4%	Shares	Sole	2026-01-23
2025-09-30	$391,474	15,364	-0.3%	Shares	Sole	2025-10-22
2025-06-30	$373,441	15,406	+1.8%	Shares	Sole	2025-07-16
2025-03-31	$383,318	15,127	-0.0%	Shares	Sole	2025-04-30
2024-12-31	$401,505	15,134	-1.0%	Shares	Sole	2025-01-23
2024-09-30	$442,521	15,291	+1.3%	Shares	Sole	2024-10-16
2024-06-30	$422,190	15,089	+183.7%	Shares	Sole	2024-07-12
2023-03-31	$217,015	5,319	+7.1%	Shares	Sole	2023-04-18
2022-12-31	$254,406	4,965	0.0%	Shares	Sole	2023-01-17
2022-09-30	$217,268	4,965	0.0%	Shares	Sole	2022-10-20
2022-06-30	$260,314	4,965	-4.5%	Shares	Sole	2022-07-18
2022-03-31	$269,100	5,198	-21.4%	Shares	Sole	2022-05-11
2021-12-31	$390,674	6,616	—	Shares	Sole	2022-03-18
No filing history on record for this holder in this stock.