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Disclosery

Lee Financial Co: PFE position timeline

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

Lee Financial Co held 10,021 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,021 shares
    Change vs previous 13F -763 shares

    0.03% of the 13F portfolio, value $241,309.

    13F-HR 0001172661-26-002746 filed by Lee Financial Co
    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 10,784 shares
    Change vs previous 13F -93 shares

    0.04% of the 13F portfolio, value $302,804.

    13F-HR 0001172661-26-001475 filed by Lee Financial Co
    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 10,877 shares
    Change vs previous 13F -1,602 shares

    0.04% of the 13F portfolio, value $270,837.

    13F-HR 0001172661-26-000266 filed by Lee Financial Co
    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 12,479 shares
    Change vs previous 13F +1,526 shares

    0.04% of the 13F portfolio, value $317,975.

    13F-HR 0001172661-25-004563 filed by Lee Financial Co
    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 10,953 shares
    Change vs previous 13F +13 shares

    0.04% of the 13F portfolio, value $265,505.

    13F-HR 0001172661-25-002696 filed by Lee Financial Co
    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 10,940 shares
    Change vs previous 13F -635 shares

    0.04% of the 13F portfolio, value $277,225.

    13F-HR 0001172661-25-001751 filed by Lee Financial Co
    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 11,575 shares
    Change vs previous 13F -96 shares

    0.04% of the 13F portfolio, value $307,080.

    13F-HR 0001172661-25-000432 filed by Lee Financial Co
    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 11,671 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $337,753.

    13F-HR 0001172661-24-004964 filed by Lee Financial Co
    Filed (acceptance time not in the bulk data set), ingested

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