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Beacon Pointe Advisors, LLC: ADP position timeline

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

Beacon Pointe Advisors, LLC held 74,583 ADP 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 74,583 shares
    Change vs previous 13F -3,679 shares

    0.08% of the 13F portfolio, value $16,702,777.

    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 78,262 shares
    Change vs previous 13F -5,879 shares

    0.08% of the 13F portfolio, value $15,901,889.

    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 84,141 shares
    Change vs previous 13F -4,866 shares

    0.15% of the 13F portfolio, value $21,643,544.

    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 89,007 shares
    Change vs previous 13F +8,117 shares

    0.22% of the 13F portfolio, value $26,123,579.

    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 80,890 shares
    Change vs previous 13F -1,290 shares

    0.26% of the 13F portfolio, value $24,946,567.

    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 82,180 shares
    Change vs previous 13F +515 shares

    0.28% of the 13F portfolio, value $25,108,328.

    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 81,665 shares
    Change vs previous 13F +5,138 shares

    0.27% of the 13F portfolio, value $23,905,909.

    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 76,527 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $21,177,326.

    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).