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Keystone Financial Planning, Inc.: PFE position timeline

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

Keystone Financial Planning, Inc. held 239,885 PFE shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 239,885 shares
    Change vs previous 13F -2,208 shares

    1.69% of the 13F portfolio, value $6,841,533.

    13F-HR 0001596906-26-000006 filed by Keystone Financial Planning, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 242,093 shares
    Change vs previous 13F -4,289 shares

    1.5% of the 13F portfolio, value $5,829,611.

    13F-HR 0001596906-26-000004 filed by Keystone Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 246,382 shares
    Change vs previous 13F 0 shares

    1.85% of the 13F portfolio, value $6,918,420.

    13F-HR 0001596906-26-000003 filed by Keystone Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 246,382 shares
    Change vs previous 13F -7,583 shares

    1.78% of the 13F portfolio, value $6,134,923.

    13F-HR 0001596906-26-000001 filed by Keystone Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 253,965 shares
    Change vs previous 13F -890 shares

    1.88% of the 13F portfolio, value $6,471,040.

    13F-HR 0001596906-25-000011 filed by Keystone Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 254,855 shares
    Change vs previous 13F -1,332 shares

    1.87% of the 13F portfolio, value $6,177,696.

    13F-HR 0001596906-25-000007 filed by Keystone Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 256,187 shares
    Change vs previous 13F 0 shares

    1.93% of the 13F portfolio, value $6,491,790.

    13F-HR 0001596906-25-000002 filed by Keystone Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 256,187 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $6,796,653.

    13F-HR 0001596906-25-000001 filed by Keystone Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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