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Disclosery

KKM Financial LLC: PFE position timeline

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

KKM Financial LLC held 274,859 PFE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 274,859 shares
    Change vs previous 13F +109,559 shares

    0.91% of the 13F portfolio, value $6,618,605.

    13F-HR 0002001943-26-000003 filed by KKM 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 165,300 shares
    Change vs previous 13F 0 shares

    0.73% of the 13F portfolio, value $4,115,970.

    13F-HR 0002001943-26-000002 filed by KKM 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 165,300 shares
    Change vs previous 13F +15,304 shares

    0.73% of the 13F portfolio, value $4,115,970.

    13F-HR 0002001943-26-000001 filed by KKM 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 149,996 shares
    Change vs previous 13F +33,601 shares

    1.2% of the 13F portfolio, value $3,821,898.

    13F-HR 0002001943-25-000010 filed by KKM 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 116,395 shares
    Change vs previous 13F +23,629 shares

    0.98% of the 13F portfolio, value $2,821,415.

    13F-HR 0002001943-25-000003 filed by KKM 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 92,766 shares
    Change vs previous 13F +15,691 shares

    0.99% of the 13F portfolio, value $2,350,690.

    13F-HR 0002001943-25-000002 filed by KKM 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 77,075 shares
    Change vs previous 13F +3,404 shares

    0.85% of the 13F portfolio, value $2,044,800.

    13F-HR 0002001943-25-000001 filed by KKM 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 73,671 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $2,132,039.

    13F-HR 0002001943-24-000006 filed by KKM Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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