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Beacon Pointe Advisors, LLC: BAPR position timeline

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

Beacon Pointe Advisors, LLC held 20,992 BAPR 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 20,992 shares
    Change vs previous 13F +3,945 shares

    0.01% of the 13F portfolio, value $1,118,037.

    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 17,047 shares
    Change vs previous 13F +4,976 shares

    <0.01% of the 13F portfolio, value $834,965.

    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 12,071 shares
    Change vs previous 13F -3,152 shares

    <0.01% of the 13F portfolio, value $579,169.

    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 15,223 shares
    Change vs previous 13F -2,665 shares

    0.01% of the 13F portfolio, value $714,060.

    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 17,888 shares
    Change vs previous 13F +2,784 shares

    0.01% of the 13F portfolio, value $808,322.

    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 15,104 shares
    Change vs previous 13F -1,025 shares

    0.01% of the 13F portfolio, value $641,469.

    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 16,129 shares
    Change vs previous 13F -4,598 shares

    0.01% of the 13F portfolio, value $714,678.

    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 20,727 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $898,932.

    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).