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Disclosery

Belpointe Asset Management LLC: PFE position timeline

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

Belpointe Asset Management LLC held 156,552 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 156,552 shares
    Change vs previous 13F +10,325 shares

    0.12% of the 13F portfolio, value $3,769,799.

    13F-HR 0001721242-26-000005 filed by Belpointe Asset Management 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 146,227 shares
    Change vs previous 13F +15,913 shares

    0.15% of the 13F portfolio, value $4,106,077.

    13F-HR 0001721242-26-000004 filed by Belpointe Asset Management 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 130,314 shares
    Change vs previous 13F +17,270 shares

    0.12% of the 13F portfolio, value $3,244,827.

    13F-HR 0001721242-26-000001 filed by Belpointe Asset Management 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 113,044 shares
    Change vs previous 13F -7,240 shares

    0.11% of the 13F portfolio, value $2,880,384.

    13F-HR 0001721242-25-000007 filed by Belpointe Asset Management 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 120,284 shares
    Change vs previous 13F -9,819 shares

    0.12% of the 13F portfolio, value $2,915,691.

    13F-HR 0001721242-25-000005 filed by Belpointe Asset Management 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 130,103 shares
    Change vs previous 13F -101,295 shares

    0.17% of the 13F portfolio, value $3,296,817.

    13F-HR 0001721242-25-000004 filed by Belpointe Asset Management 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 231,398 shares
    Change vs previous 13F +5,333 shares

    0.4% of the 13F portfolio, value $6,712,874.

    13F-HR 0001721242-25-000002 filed by Belpointe Asset Management 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 226,065 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $6,542,326.

    13F-HR 0001721242-24-000011 filed by Belpointe Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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