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Beacon Pointe Advisors, LLC: ASA position timeline

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

Beacon Pointe Advisors, LLC held 10,711 ASA 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 10,711 shares
    Change vs previous 13F -4,150 shares

    <0.01% of the 13F portfolio, value $557,401.

    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 14,861 shares
    Change vs previous 13F -3,494 shares

    <0.01% of the 13F portfolio, value $921,828.

    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 18,355 shares
    Change vs previous 13F -125 shares

    0.01% of the 13F portfolio, value $1,095,243.

    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 18,480 shares
    Change vs previous 13F -4,550 shares

    0.01% of the 13F portfolio, value $846,384.

    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 23,030 shares
    Change vs previous 13F -2,775 shares

    0.01% of the 13F portfolio, value $727,057.

    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 25,805 shares
    Change vs previous 13F -2,600 shares

    0.01% of the 13F portfolio, value $777,763.

    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 28,405 shares
    Change vs previous 13F -3,800 shares

    0.01% of the 13F portfolio, value $574,349.

    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 32,205 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $669,220.

    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).