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Beacon Pointe Advisors, LLC: BNY position timeline

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

Beacon Pointe Advisors, LLC held 16,232 BNY 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 16,232 shares
    Change vs previous 13F -1,653 shares

    0.01% of the 13F portfolio, value $2,347,249.

    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 17,885 shares
    Change vs previous 13F +5,256 shares

    0.01% of the 13F portfolio, value $2,121,654.

    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 12,629 shares
    Change vs previous 13F -3,583 shares

    0.01% of the 13F portfolio, value $1,466,066.

    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 16,212 shares
    Change vs previous 13F +2,628 shares

    0.01% of the 13F portfolio, value $1,766,475.

    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 13,584 shares
    Change vs previous 13F -243 shares

    0.01% of the 13F portfolio, value $1,237,674.

    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 13,827 shares
    Change vs previous 13F +251 shares

    0.01% of the 13F portfolio, value $1,159,703.

    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 13,576 shares
    Change vs previous 13F +4,528 shares

    0.01% of the 13F portfolio, value $1,043,074.

    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 9,048 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $650,235.

    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).