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Beacon Pointe Advisors, LLC: ADT position timeline

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

Beacon Pointe Advisors, LLC held 147,796 ADT 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 147,796 shares
    Change vs previous 13F +4,041 shares

    <0.01% of the 13F portfolio, value $960,749.

    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 143,755 shares
    Change vs previous 13F +2,974 shares

    0.01% of the 13F portfolio, value $944,471.

    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 140,781 shares
    Change vs previous 13F -880 shares

    0.01% of the 13F portfolio, value $1,136,103.

    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 141,661 shares
    Change vs previous 13F +9,332 shares

    0.01% of the 13F portfolio, value $1,233,868.

    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 132,329 shares
    Change vs previous 13F +10,850 shares

    0.01% of the 13F portfolio, value $1,120,827.

    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 121,479 shares
    Change vs previous 13F -1,050 shares

    0.01% of the 13F portfolio, value $988,839.

    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 122,529 shares
    Change vs previous 13F -122,730 shares

    0.01% of the 13F portfolio, value $846,675.

    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 245,259 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,773,223.

    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).