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Keudell/Morrison Wealth Management: PFE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Keudell/Morrison Wealth Management on PFE, newest first. How the timeline and the estimate are built.

Keudell/Morrison Wealth Management held 21,987 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,987 shares
    Change vs previous 13F +1,099 shares

    0.1% of the 13F portfolio, value $529,447.

    13F-HR 0002085853-26-000737 filed by Keudell/Morrison Wealth Management
    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 20,888 shares
    Change vs previous 13F +1,260 shares

    0.12% of the 13F portfolio, value $586,535.

    13F-HR 0002085853-26-000412 filed by Keudell/Morrison Wealth Management
    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 19,628 shares
    Change vs previous 13F +400 shares

    0.1% of the 13F portfolio, value $488,737.

    13F-HR 0002085853-26-000218 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 19,228 shares
    Change vs previous 13F +1,118 shares

    0.1% of the 13F portfolio, value $466,087.

    13F-HR 0001667731-25-000921 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 18,110 shares
    Change vs previous 13F +2,147 shares

    0.11% of the 13F portfolio, value $458,907.

    13F-HR 0001667731-25-000495 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 15,963 shares
    Change vs previous 13F -2,806 shares

    0.11% of the 13F portfolio, value $423,498.

    13F-HR 0001667731-25-000109 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 18,769 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $543,175.

    13F-HR 0001785498-24-000004 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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