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Pfizer shares owned by Tanglewood Legacy Advisors

Quarter-by-quarter ownership of Pfizer (PFE) shares owned by Tanglewood Legacy Advisors from 13F filings

Historical chart of Tanglewood Legacy Advisors investment in Pfizer

Tip: Access up to 7 years of quarterly data

All positions including Pfizer held by Tanglewood Legacy Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pfizer by Tanglewood Legacy Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $81k 2.9k 27.75
2023-12-31 $117k 4.1k 28.79
2023-09-30 $141k 4.3k 33.17
2023-06-30 $156k 4.3k 36.68
2023-03-31 $174k 4.3k 40.80
2022-12-31 $218k 4.3k 51.24

More positions owned by Tanglewood Legacy Advisors

Ishares Core MF Closed and MF Open (IUSV)
Ishares S&p MF Closed and MF Open (IUSG)
First Trust MF Closed and MF Open (DMAY)
First Trust MF Closed and MF Open (FMAY)
Ishares Russell MF Closed and MF Open (IWR)
Ishares Russell MF Closed and MF Open (IWF)
Ishares Russell MF Closed and MF Open (IWD)
First Trust MF Closed and MF Open (FAPR)
First Trust MF Closed and MF Open (DAPR)
SPDR S&P MF Closed and MF Open (SPY)
Sm Energy Common Stock (SM)
Ishares Msci MF Closed and MF Open (USMV)
First Trust MF Closed and MF Open (DNOV)
Apple Common Stock (AAPL)
Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Tanglewood Legacy Advisors

Top funds holding Pfizer

Vanguard Group
Wellington Management Company
Charles Schwab Investment Management
Norges Bank Investment Management
Massachusetts Financial Services
State Farm Mutual Automobile Insurance Company
Bank of America Corporation
Legal & General Group
Amundi
Jpmorgan Chase & Co
Bank of New York Mellon
Dimensional Fund Advisors
Citadel Advisors
Deutsche Bank Aktiengesellschaft
T. Rowe Price Associates

View all funds holding Pfizer