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Beacon Pointe Advisors, LLC: BNDX position timeline

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

Beacon Pointe Advisors, LLC held 2,503,755 BNDX 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 2,503,755 shares
    Change vs previous 13F +13,341 shares

    0.56% of the 13F portfolio, value $121,256,840.

    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 2,490,414 shares
    Change vs previous 13F +181,522 shares

    0.63% of the 13F portfolio, value $119,664,412.

    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 2,308,892 shares
    Change vs previous 13F +1,637,934 shares

    0.78% of the 13F portfolio, value $111,565,660.

    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 670,958 shares
    Change vs previous 13F +646,177 shares

    0.28% of the 13F portfolio, value $33,185,563.

    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 24,781 shares
    Change vs previous 13F +730 shares

    0.01% of the 13F portfolio, value $1,226,893.

    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 24,051 shares
    Change vs previous 13F -30,398 shares

    0.01% of the 13F portfolio, value $1,174,191.

    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 54,449 shares
    Change vs previous 13F -17,869 shares

    0.03% of the 13F portfolio, value $2,670,700.

    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 72,318 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,636,151.

    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).