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Bleakley Financial Group, LLC: PFE position timeline

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

Bleakley Financial Group, LLC held 237,694 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 237,694 shares
    Change vs previous 13F +64,107 shares

    0.07% of the 13F portfolio, value $5,723,666.

    13F-HR 0001936953-26-000004 filed by Bleakley Financial Group, 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 173,587 shares
    Change vs previous 13F +25,800 shares

    0.08% of the 13F portfolio, value $4,874,315.

    13F-HR 0001936953-26-000003 filed by Bleakley Financial Group, 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 147,787 shares
    Change vs previous 13F +24,631 shares

    0.06% of the 13F portfolio, value $3,679,897.

    13F-HR 0001936953-26-000001 filed by Bleakley Financial Group, 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 123,156 shares
    Change vs previous 13F +14,570 shares

    0.07% of the 13F portfolio, value $3,138,005.

    13F-HR 0001936953-25-000006 filed by Bleakley Financial Group, 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 108,586 shares
    Change vs previous 13F +6,259 shares

    0.07% of the 13F portfolio, value $2,632,120.

    13F-HR 0001936953-25-000004 filed by Bleakley Financial Group, 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 102,327 shares
    Change vs previous 13F +18,268 shares

    0.08% of the 13F portfolio, value $2,592,978.

    13F-HR 0001936953-25-000003 filed by Bleakley Financial Group, 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 84,059 shares
    Change vs previous 13F -25,369 shares

    0.07% of the 13F portfolio, value $2,230,095.

    13F-HR 0001936953-25-000001 filed by Bleakley Financial Group, 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 109,428 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,166,837.

    13F-HR 0001936953-24-000006 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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