True Wealth Design, LLC

Position in PFE — Pfizer Inc

CIK 1966033 AKRON, OH

Position in PFE

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$99,161

+$67,403 QoQ

Shares Held

4,118

+264.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#2,545

of 2,820 holders

Holding Since

Dec 2022

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

True Wealth Design, LLC holds $2,552,581 across 16 Drug Manufacturers - General names. PFE ranks #7 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	1,984	$503,876
2	LLY	ELI LILLY & Co	397	$476,173
3	BMY	Bristol Myers Squibb Co	7,785	$448,571
4	MRK	Merck & Co., Inc.	3,064	$393,724
5	ABBV	AbbVie Inc.	534	$134,375
6	GILD	Gilead Sciences, Inc.	889	$112,316
7	PFE	Pfizer Inc This page	4,118	$99,161
8	BIIB	Biogen Inc.	365	$78,861

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$99,161	4,118	+264.1%	Shares	Sole	2026-07-16
2026-03-31	$31,758	1,131	+81.5%	Shares	Sole	2026-04-13
2025-12-31	$15,512	623	-51.9%	Shares	Sole	2026-01-08
2025-09-30	$33,022	1,296	+302.5%	Shares	Sole	2025-10-21
2025-06-30	$7,805	322	-59.2%	Shares	Sole	2025-08-06
2025-03-31	$20,018	790	+33.7%	Shares	Sole	2025-05-13
2024-12-31	$15,679	591	+194.0%	Shares	Sole	2025-02-14
2023-12-31	$5,786	201	+240.7%	Shares	Sole	2024-02-14
2023-09-30	$1,957	59	-65.7%	Shares	Sole	2023-11-13
2023-06-30	$6,308	172	-88.9%	Shares	Sole	2023-08-14
2023-03-31	$63,117	1,547	-91.0%	Shares	Sole	2023-05-12
2022-12-31	$878,868	17,152	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.