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Beacon Pointe Advisors, LLC: AGI position timeline

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

Beacon Pointe Advisors, LLC held 37,028 AGI 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 37,028 shares
    Change vs previous 13F -12,994 shares

    0.01% of the 13F portfolio, value $1,123,426.

    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 50,022 shares
    Change vs previous 13F +1,708 shares

    0.01% of the 13F portfolio, value $2,222,499.

    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 48,314 shares
    Change vs previous 13F +14,614 shares

    0.01% of the 13F portfolio, value $1,863,962.

    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 33,700 shares
    Change vs previous 13F -12,640 shares

    0.01% of the 13F portfolio, value $1,174,782.

    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 46,340 shares
    Change vs previous 13F -5,800 shares

    0.01% of the 13F portfolio, value $1,230,790.

    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 52,140 shares
    Change vs previous 13F -4,200 shares

    0.02% of the 13F portfolio, value $1,394,224.

    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 56,340 shares
    Change vs previous 13F -1,651 shares

    0.01% of the 13F portfolio, value $1,038,910.

    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 57,991 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,156,341.

    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).