Cascade Financial Partners, LLC: PFE position timeline

Cascade Financial Partners, LLC held 26,601 PFE shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 26,601 shares

   Change vs previous 13F +92 shares

   0.06% of the 13F portfolio, value $640,547.

   13F-HR 0002021208-26-000007 filed by Cascade Financial Partners, LLC
   Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 26,509 shares

   Change vs previous 13F +379 shares

   0.08% of the 13F portfolio, value $744,366.

   13F-HR 0002021208-26-000004 filed by Cascade Financial Partners, LLC
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 26,130 shares

   Change vs previous 13F -638 shares

   0.07% of the 13F portfolio, value $650,643.

   13F-HR 0002021208-26-000002 filed by Cascade Financial Partners, LLC
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 26,768 shares

   Change vs previous 13F +100 shares

   0.08% of the 13F portfolio, value $682,055.

   13F-HR 0002021208-25-000012 filed by Cascade Financial Partners, LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 26,668 shares

   Change vs previous 13F -149 shares

   0.08% of the 13F portfolio, value $646,425.

   13F-HR 0002021208-25-000008 filed by Cascade Financial Partners, LLC
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 26,817 shares

   Change vs previous 13F +594 shares

   0.09% of the 13F portfolio, value $679,548.

   13F-HR 0002021208-25-000006 filed by Cascade Financial Partners, LLC
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 26,223 shares

   Change vs previous 13F +325 shares

   0.09% of the 13F portfolio, value $695,692.

   13F-HR 0002021208-25-000002 filed by Cascade Financial Partners, LLC
   Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 25,898 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $746,909.

   13F-HR 0002011751-24-000024 filed by Cascade Financial Partners, LLC
   Filed 2024-10-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).