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Beacon Pointe Advisors, LLC: BDEC position timeline

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

Beacon Pointe Advisors, LLC held 22,689 BDEC 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 22,689 shares
    Change vs previous 13F -5,174 shares

    0.01% of the 13F portfolio, value $1,207,112.

    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 27,863 shares
    Change vs previous 13F +2,582 shares

    0.01% of the 13F portfolio, value $1,337,447.

    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 25,281 shares
    Change vs previous 13F +2,452 shares

    0.01% of the 13F portfolio, value $1,252,927.

    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 22,829 shares
    Change vs previous 13F +795 shares

    0.01% of the 13F portfolio, value $1,094,194.

    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 22,034 shares
    Change vs previous 13F +533 shares

    0.01% of the 13F portfolio, value $995,055.

    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 21,501 shares
    Change vs previous 13F +1,448 shares

    0.01% of the 13F portfolio, value $899,942.

    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 20,053 shares
    Change vs previous 13F +6,765 shares

    0.01% of the 13F portfolio, value $864,485.

    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 13,288 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $572,435.

    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).