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Beacon Pointe Advisors, LLC: AGG position timeline

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

Beacon Pointe Advisors, LLC held 1,529,585 AGG 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 1,529,585 shares
    Change vs previous 13F +18,330 shares

    0.7% of the 13F portfolio, value $151,398,364.

    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 1,511,255 shares
    Change vs previous 13F +616,495 shares

    0.8% of the 13F portfolio, value $150,022,332.

    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 894,760 shares
    Change vs previous 13F +115,934 shares

    0.63% of the 13F portfolio, value $89,368,604.

    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 778,826 shares
    Change vs previous 13F -221,228 shares

    0.66% of the 13F portfolio, value $78,077,302.

    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 1,000,054 shares
    Change vs previous 13F +73,386 shares

    1.04% of the 13F portfolio, value $99,205,311.

    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 926,668 shares
    Change vs previous 13F +17,891 shares

    1.03% of the 13F portfolio, value $91,665,971.

    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 908,777 shares
    Change vs previous 13F +80,566 shares

    0.98% of the 13F portfolio, value $88,060,510.

    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 828,211 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $83,872,902.

    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).