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Beacon Pointe Advisors, LLC: AAPL position timeline

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

Beacon Pointe Advisors, LLC held 2,155,331 AAPL 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 2,155,331 shares
    Change vs previous 13F +12,685 shares

    2.9% of the 13F portfolio, value $623,607,699.

    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 2,142,646 shares
    Change vs previous 13F +470,625 shares

    2.88% of the 13F portfolio, value $543,782,011.

    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 1,672,021 shares
    Change vs previous 13F +135,205 shares

    3.19% of the 13F portfolio, value $454,555,619.

    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 1,536,816 shares
    Change vs previous 13F -87,126 shares

    3.32% of the 13F portfolio, value $391,319,466.

    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 1,623,942 shares
    Change vs previous 13F -33,286 shares

    3.48% of the 13F portfolio, value $333,184,081.

    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 1,657,228 shares
    Change vs previous 13F -129,423 shares

    4.14% of the 13F portfolio, value $368,120,095.

    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 1,786,651 shares
    Change vs previous 13F +20,442 shares

    4.96% of the 13F portfolio, value $447,413,197.

    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 1,766,209 shares
    Change vs previous 13F not available

    4.75% of the 13F portfolio, value $411,526,769.

    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).