Position in PFE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$490,220
+$133,211 QoQ
Shares Held
20,358
+60.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,770
of 2,821 holders
Holding Since
Mar 2026
2 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, 2026PUREfi Wealth, LLC holds $6,571,139 across 5 Drug Manufacturers - General names. PFE ranks #4 (7.5% of the industry book) .
All Filings in PFE
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $490,220 | 20,358 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $357,009 | 12,714 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||