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Beacon Pointe Advisors, LLC: PFE position timeline

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

Beacon Pointe Advisors, LLC held 1,161,607 PFE shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,161,607 shares
    Change vs previous 13F -12,742 shares

    0.13% of the 13F portfolio, value $27,971,508.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, 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 1,174,349 shares
    Change vs previous 13F +213,796 shares

    0.17% of the 13F portfolio, value $32,975,719.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, 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 960,553 shares
    Change vs previous 13F +8,325 shares

    0.17% of the 13F portfolio, value $23,917,777.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, 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 952,228 shares
    Change vs previous 13F +42,845 shares

    0.21% of the 13F portfolio, value $24,262,760.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, 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 909,383 shares
    Change vs previous 13F -607,423 shares

    0.23% of the 13F portfolio, value $22,043,448.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, 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 1,516,806 shares
    Change vs previous 13F +555,512 shares

    0.43% of the 13F portfolio, value $38,435,868.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, 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 961,294 shares
    Change vs previous 13F -570,297 shares

    0.28% of the 13F portfolio, value $25,503,140.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, 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 1,531,591 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $44,324,235.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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