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Disclosery

Beacon Financial Advisory LLC: PFE position timeline

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

Beacon Financial Advisory LLC held 49,663 PFE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,663 shares
    Change vs previous 13F +722 shares

    0.24% of the 13F portfolio, value $1,195,890.

    13F-HR 0001800502-26-000001 filed by Beacon Financial Advisory 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 48,941 shares
    Change vs previous 13F -921 shares

    0.31% of the 13F portfolio, value $1,374,269.

    13F-HR 0002085853-26-000505 filed by Beacon Financial Advisory 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 49,862 shares
    Change vs previous 13F -3,805 shares

    0.29% of the 13F portfolio, value $1,241,569.

    13F-HR 0002085853-26-000264 filed by Beacon Financial Advisory 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 53,667 shares
    Change vs previous 13F +3 shares

    0.32% of the 13F portfolio, value $1,367,441.

    13F-HR 0002085853-25-000185 filed by Beacon Financial Advisory 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 53,664 shares
    Change vs previous 13F +5,227 shares

    0.34% of the 13F portfolio, value $1,300,809.

    13F-HR 0001667731-25-000914 filed by Beacon Financial Advisory 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 48,437 shares
    Change vs previous 13F +7,074 shares

    0.37% of the 13F portfolio, value $1,227,400.

    13F-HR 0001667731-25-000506 filed by Beacon Financial Advisory 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 41,363 shares
    Change vs previous 13F -3,166 shares

    0.36% of the 13F portfolio, value $1,097,365.

    13F-HR 0001667731-25-000137 filed by Beacon Financial Advisory 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 44,529 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,288,672.

    13F-HR 0001800502-24-000005 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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