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Beacon Pointe Advisors, LLC: BALT position timeline

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

Beacon Pointe Advisors, LLC held 119,446 BALT 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 119,446 shares
    Change vs previous 13F +5,469 shares

    0.02% of the 13F portfolio, value $4,093,415.

    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 113,977 shares
    Change vs previous 13F +50,761 shares

    0.02% of the 13F portfolio, value $3,814,242.

    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 63,216 shares
    Change vs previous 13F +3,335 shares

    0.01% of the 13F portfolio, value $2,118,369.

    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 59,881 shares
    Change vs previous 13F +5,087 shares

    0.02% of the 13F portfolio, value $1,965,295.

    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 54,794 shares
    Change vs previous 13F +2,348 shares

    0.02% of the 13F portfolio, value $1,757,792.

    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 52,446 shares
    Change vs previous 13F +178 shares

    0.02% of the 13F portfolio, value $1,645,755.

    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 52,268 shares
    Change vs previous 13F +5,021 shares

    0.02% of the 13F portfolio, value $1,642,261.

    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 47,247 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,456,625.

    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).