First seen by DFX
Sep 13, 2026
date not stated
Pioneer Family Office, LLC: CONFIRMED_MFO -> OUTSOURCED_FAMILY_OFFICE (Pioneer Family Office is the RIA of Pioneer Wealth Management, a firm founded in 1986 offering planning, wealth management and family office services to Latin American, North American and Israeli families.)
First seen by DFX
Sep 12, 2026
date not stated
Pioneer Family Office, LLC found on the SEC adviser roster (name)
First seen by DFX
Sep 12, 2026
date not stated
Pioneer Family Office, LLC: CONFIRMED_MFO -> CONFIRMED_MFO (registered adviser named as a family office serving many clients: a multi-family office by construction)
Pioneer Family Office, LLC reported $155,669,415 across 122 13(f) positions for the quarter ended 2026-03-31
Pioneer Family Office, LLC reported $148,004,073 across 136 13(f) positions for the quarter ended 2025-12-31
Pioneer Family Office, LLC reduced First Tr Exchange Traded Fd 136,620 -> 3,190 shares ($13,435,402 -> $353,388)
Pioneer Family Office, LLC opened a $2,129,097 position in Global X Fds (30,055 shares)
Pioneer Family Office, LLC reduced Invesco Exchange Traded Fd T 41,600 -> 2,849 shares ($2,466,048 -> $155,413)
Pioneer Family Office, LLC reduced Ishares Tr 55,347 -> 9,130 shares ($3,842,189 -> $640,744)
Pioneer Family Office, LLC reduced Ishares Tr 104,523 -> 2,960 shares ($3,876,758 -> $103,156)
Pioneer Family Office, LLC opened a $11,935,264 position in Ishares Tr (300,785 shares)
Pioneer Family Office, LLC increased Ishares Inc 30,510 -> 115,299 shares ($3,357,014 -> $13,378,584)
Pioneer Family Office, LLC increased Vanguard World Fd 16,268 -> 24,925 shares ($12,262,446 -> $17,390,663)