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Disclosery

Key Financial Inc: PFE position timeline

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

Key Financial Inc held 52,416 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 52,416 shares
    Change vs previous 13F -7,942 shares

    0.21% of the 13F portfolio, value $1,262,178.

    13F-HR 0001420506-26-001284 filed by Key Financial Inc
    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 60,358 shares
    Change vs previous 13F -670 shares

    0.3% of the 13F portfolio, value $1,694,853.

    13F-HR 0001420506-26-000728 filed by Key Financial Inc
    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 61,028 shares
    Change vs previous 13F -2,452 shares

    0.28% of the 13F portfolio, value $1,519,601.

    13F-HR 0001420506-26-000230 filed by Key Financial Inc
    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 63,480 shares
    Change vs previous 13F -941 shares

    0.32% of the 13F portfolio, value $1,727,282.

    13F-HR 0001420506-25-003018 filed by Key Financial Inc
    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 64,421 shares
    Change vs previous 13F -3,115 shares

    0.31% of the 13F portfolio, value $1,561,564.

    13F-HR 0001420506-25-001702 filed by Key Financial Inc
    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 67,536 shares
    Change vs previous 13F -1,485 shares

    0.37% of the 13F portfolio, value $1,711,369.

    13F-HR 0001420506-25-000850 filed by Key Financial Inc
    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 69,021 shares
    Change vs previous 13F -2,997 shares

    0.42% of the 13F portfolio, value $1,831,119.

    13F-HR 0001420506-25-000102 filed by Key Financial Inc
    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 72,018 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $2,084,191.

    13F-HR 0001420506-24-002182 filed by Key Financial Inc
    Filed (acceptance time not in the bulk data set), ingested

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