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Beacon Pointe Advisors, LLC: BFEB position timeline

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

Beacon Pointe Advisors, LLC held 44,177 BFEB 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 44,177 shares
    Change vs previous 13F -2,912 shares

    0.01% of the 13F portfolio, value $2,325,550.

    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 47,089 shares
    Change vs previous 13F +14,701 shares

    0.01% of the 13F portfolio, value $2,246,235.

    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 32,388 shares
    Change vs previous 13F +7 shares

    0.01% of the 13F portfolio, value $1,576,163.

    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 32,381 shares
    Change vs previous 13F -16,195 shares

    0.01% of the 13F portfolio, value $1,530,003.

    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 48,576 shares
    Change vs previous 13F -2,771 shares

    0.02% of the 13F portfolio, value $2,168,918.

    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 51,347 shares
    Change vs previous 13F +23,190 shares

    0.02% of the 13F portfolio, value $2,132,451.

    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 28,157 shares
    Change vs previous 13F -182 shares

    0.01% of the 13F portfolio, value $1,212,745.

    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 28,339 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,189,104.

    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).