Skip to content
Disclosery

Beacon Pointe Advisors, LLC: AVGO position timeline

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

Beacon Pointe Advisors, LLC held 391,561 AVGO 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 391,561 shares
    Change vs previous 13F +33,349 shares

    0.69% of the 13F portfolio, value $147,912,049.

    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 358,212 shares
    Change vs previous 13F +97,809 shares

    0.59% of the 13F portfolio, value $110,870,250.

    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 260,403 shares
    Change vs previous 13F +26,287 shares

    0.63% of the 13F portfolio, value $90,125,403.

    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 234,116 shares
    Change vs previous 13F -19,212 shares

    0.66% of the 13F portfolio, value $77,237,172.

    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 253,328 shares
    Change vs previous 13F +953 shares

    0.73% of the 13F portfolio, value $69,829,908.

    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 252,375 shares
    Change vs previous 13F -50,137 shares

    0.48% of the 13F portfolio, value $42,255,105.

    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 302,512 shares
    Change vs previous 13F -3,382 shares

    0.78% of the 13F portfolio, value $70,134,348.

    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 305,894 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $52,766,650.

    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).