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Beacon Pointe Advisors, LLC: APH position timeline

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

Beacon Pointe Advisors, LLC held 31,845 APH 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 31,845 shares
    Change vs previous 13F -1,047 shares

    0.03% of the 13F portfolio, value $5,614,949.

    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 32,892 shares
    Change vs previous 13F +9,575 shares

    0.02% of the 13F portfolio, value $4,155,961.

    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 23,317 shares
    Change vs previous 13F +2,904 shares

    0.02% of the 13F portfolio, value $3,151,120.

    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 20,413 shares
    Change vs previous 13F -7,145 shares

    0.02% of the 13F portfolio, value $2,526,068.

    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 27,558 shares
    Change vs previous 13F +808 shares

    0.03% of the 13F portfolio, value $2,721,361.

    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 26,750 shares
    Change vs previous 13F -4,581 shares

    0.02% of the 13F portfolio, value $1,754,541.

    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 31,331 shares
    Change vs previous 13F +1,484 shares

    0.02% of the 13F portfolio, value $2,175,921.

    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 29,847 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,944,803.

    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).