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Intrua Financial, LLC: PFE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Intrua Financial, LLC on PFE, newest first. How the timeline and the estimate are built.

Intrua Financial, LLC held 65,137 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,137 shares
    Change vs previous 13F -9,224 shares

    0.15% of the 13F portfolio, value $1,568,503.

    13F-HR 0001812792-26-000009 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 74,361 shares
    Change vs previous 13F -2,221 shares

    0.22% of the 13F portfolio, value $2,088,051.

    13F-HR 0001812792-26-000008 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 76,582 shares
    Change vs previous 13F -937 shares

    0.21% of the 13F portfolio, value $1,906,911.

    13F-HR 0001812792-26-000002 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 77,519 shares
    Change vs previous 13F +249 shares

    0.23% of the 13F portfolio, value $1,975,195.

    13F-HR 0001812792-25-000002 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 77,270 shares
    Change vs previous 13F -1,122 shares

    0.27% of the 13F portfolio, value $1,873,039.

    13F-HR 0001085146-25-004704 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 78,392 shares
    Change vs previous 13F +11,643 shares

    0.31% of the 13F portfolio, value $1,986,444.

    13F-HR 0001085146-25-003410 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 66,749 shares
    Change vs previous 13F +5,683 shares

    0.29% of the 13F portfolio, value $1,770,861.

    13F-HR 0001085146-25-003408 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 61,066 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,767,239.

    13F-HR 0001085146-25-003407 filed by Intrua Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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