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Beacon Pointe Advisors, LLC: AMT position timeline

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

Beacon Pointe Advisors, LLC held 21,953 AMT 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 21,953 shares
    Change vs previous 13F -455 shares

    0.02% of the 13F portfolio, value $3,591,441.

    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 22,408 shares
    Change vs previous 13F +9,256 shares

    0.02% of the 13F portfolio, value $3,867,108.

    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 13,152 shares
    Change vs previous 13F +772 shares

    0.02% of the 13F portfolio, value $2,309,027.

    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 12,380 shares
    Change vs previous 13F -7,860 shares

    0.02% of the 13F portfolio, value $2,380,845.

    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 20,240 shares
    Change vs previous 13F -102 shares

    0.05% of the 13F portfolio, value $4,473,467.

    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 20,342 shares
    Change vs previous 13F +1,266 shares

    0.05% of the 13F portfolio, value $4,426,313.

    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 19,076 shares
    Change vs previous 13F -1,479 shares

    0.04% of the 13F portfolio, value $3,498,661.

    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 20,555 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,780,460.

    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).