Skip to content
Disclosery

Beacon Pointe Advisors, LLC: ALL position timeline

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

Beacon Pointe Advisors, LLC held 15,461 ALL 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 15,461 shares
    Change vs previous 13F +1,052 shares

    0.02% of the 13F portfolio, value $3,677,125.

    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 14,409 shares
    Change vs previous 13F +3,529 shares

    0.02% of the 13F portfolio, value $2,987,650.

    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 10,880 shares
    Change vs previous 13F +252 shares

    0.02% of the 13F portfolio, value $2,264,710.

    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 10,628 shares
    Change vs previous 13F +2,461 shares

    0.02% of the 13F portfolio, value $2,281,251.

    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 8,167 shares
    Change vs previous 13F -1,537 shares

    0.02% of the 13F portfolio, value $1,644,190.

    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 9,704 shares
    Change vs previous 13F +1,429 shares

    0.02% of the 13F portfolio, value $2,009,313.

    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 8,275 shares
    Change vs previous 13F -1,356 shares

    0.02% of the 13F portfolio, value $1,595,269.

    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 9,631 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,826,470.

    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).