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Beacon Pointe Advisors, LLC: BN position timeline

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

Beacon Pointe Advisors, LLC held 139,319 BN 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 139,319 shares
    Change vs previous 13F +5,915 shares

    0.03% of the 13F portfolio, value $5,933,610.

    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 133,404 shares
    Change vs previous 13F +82,726 shares

    0.03% of the 13F portfolio, value $5,398,881.

    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 50,678 shares
    Change vs previous 13F +19,784 shares

    0.02% of the 13F portfolio, value $2,325,623.

    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 30,894 shares
    Change vs previous 13F -40,743 shares

    0.02% of the 13F portfolio, value $2,118,691.

    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 71,637 shares
    Change vs previous 13F +2,065 shares

    0.05% of the 13F portfolio, value $4,430,761.

    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 69,572 shares
    Change vs previous 13F +89 shares

    0.04% of the 13F portfolio, value $3,646,274.

    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 69,483 shares
    Change vs previous 13F +2,109 shares

    0.04% of the 13F portfolio, value $3,991,798.

    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 67,374 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,580,928.

    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).