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Beacon Pointe Advisors, LLC: BA position timeline

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

Beacon Pointe Advisors, LLC held 114,008 BA 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 114,008 shares
    Change vs previous 13F +13,162 shares

    0.11% of the 13F portfolio, value $24,679,664.

    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 100,846 shares
    Change vs previous 13F +29,603 shares

    0.11% of the 13F portfolio, value $20,071,427.

    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 71,243 shares
    Change vs previous 13F +11,325 shares

    0.11% of the 13F portfolio, value $15,468,369.

    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 59,918 shares
    Change vs previous 13F -2,806 shares

    0.11% of the 13F portfolio, value $12,932,209.

    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 62,724 shares
    Change vs previous 13F -6,583 shares

    0.14% of the 13F portfolio, value $13,142,549.

    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 69,307 shares
    Change vs previous 13F -3,697 shares

    0.13% of the 13F portfolio, value $11,820,300.

    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 73,004 shares
    Change vs previous 13F +2,019 shares

    0.14% of the 13F portfolio, value $12,921,647.

    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 70,985 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $10,792,561.

    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).