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Beacon Pointe Advisors, LLC: AEM position timeline

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

Beacon Pointe Advisors, LLC held 63,797 AEM 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 63,797 shares
    Change vs previous 13F -9,313 shares

    0.05% of the 13F portfolio, value $9,896,788.

    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 73,110 shares
    Change vs previous 13F +13,354 shares

    0.08% of the 13F portfolio, value $14,839,939.

    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 59,756 shares
    Change vs previous 13F -3,353 shares

    0.07% of the 13F portfolio, value $10,130,440.

    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 63,109 shares
    Change vs previous 13F -7,508 shares

    0.09% of the 13F portfolio, value $10,637,598.

    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 70,617 shares
    Change vs previous 13F -6,274 shares

    0.09% of the 13F portfolio, value $8,398,480.

    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 76,891 shares
    Change vs previous 13F -5,806 shares

    0.09% of the 13F portfolio, value $8,335,753.

    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 82,697 shares
    Change vs previous 13F -2,207 shares

    0.07% of the 13F portfolio, value $6,467,732.

    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 84,904 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,839,866.

    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).