PLANNING ALTERNATIVES LTD /ADV

Position in PFE — Pfizer Inc

CIK 712011 BIRMINGHAM, MI

Position in PFE

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$213,734

-$94,780 QoQ

Shares Held

8,876

-19.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#2,407

of 2,821 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

PLANNING ALTERNATIVES LTD /ADV holds $3,993,417 across 6 Drug Manufacturers - General names. PFE ranks #5 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	1,266	$1,518,478
2	JNJ	Johnson & Johnson	3,514	$892,450
3	ABBV	AbbVie Inc.	2,879	$724,471
4	MRK	Merck & Co., Inc.	3,428	$440,498
5	PFE	Pfizer Inc This page	8,876	$213,734
6	GILD	Gilead Sciences, Inc.	1,613	$203,786

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$213,734	8,876	-19.2%	Shares	Sole	2026-08-12
2026-03-31	$308,514	10,987	—	Shares	Sole	2026-05-07
No filing history on record for this holder in this stock.