Shorepoint Capital Partners LLC: PFE position timeline

Shorepoint Capital Partners LLC held 120,211 PFE shares at 2025-09-30 per its 13F-HR filed 2025-10-03.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 120,211 shares

   Change vs previous 13F +8,675 shares

   0.61% of the 13F portfolio, value $3,062,976.

   13F-HR 0001759476-25-000004 filed by Shorepoint Capital Partners LLC
   Filed 2025-10-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

2. period ended2025-03-31

   13F 111,536 shares

   Change vs previous 13F +15,380 shares

   0.64% of the 13F portfolio, value $2,826,323.

   13F-HR 0001759476-25-000002 filed by Shorepoint Capital Partners LLC
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

3. period ended2024-12-31

   13F 96,156 shares

   Change vs previous 13F +29,511 shares

   0.58% of the 13F portfolio, value $2,551,019.

   13F-HR 0001759476-25-000001 filed by Shorepoint Capital Partners LLC
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

4. period ended2024-09-30

   13F 66,645 shares

   Change vs previous 13F +32,244 shares

   0.44% of the 13F portfolio, value $1,928,706.

   13F-HR 0001759476-24-000005 filed by Shorepoint Capital Partners LLC
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

5. period ended2024-06-30

   13F 34,401 shares

   Change vs previous 13F not available

   0.23% of the 13F portfolio, value $962,540.

   13F-HR 0001759476-24-000003 filed by Shorepoint Capital Partners LLC
   Filed 2024-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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