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Beacon Pointe Advisors, LLC: BND position timeline

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

Beacon Pointe Advisors, LLC held 3,009,938 BND 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 3,009,938 shares
    Change vs previous 13F +410,612 shares

    1.03% of the 13F portfolio, value $220,959,547.

    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 2,599,326 shares
    Change vs previous 13F +871,946 shares

    1.02% of the 13F portfolio, value $191,414,343.

    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 1,727,380 shares
    Change vs previous 13F +376,503 shares

    0.9% of the 13F portfolio, value $127,947,053.

    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 1,350,877 shares
    Change vs previous 13F +64,928 shares

    0.85% of the 13F portfolio, value $100,464,689.

    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 1,285,949 shares
    Change vs previous 13F +42,467 shares

    0.99% of the 13F portfolio, value $94,684,443.

    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 1,243,482 shares
    Change vs previous 13F -4,532 shares

    1.03% of the 13F portfolio, value $91,333,761.

    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 1,248,014 shares
    Change vs previous 13F +78,535 shares

    1% of the 13F portfolio, value $89,744,701.

    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 1,169,479 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $87,839,551.

    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).