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Beacon Pointe Advisors, LLC: BOCT position timeline

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

Beacon Pointe Advisors, LLC held 35,022 BOCT 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 35,022 shares
    Change vs previous 13F -8,225 shares

    0.01% of the 13F portfolio, value $1,856,922.

    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 43,247 shares
    Change vs previous 13F +1,861 shares

    0.01% of the 13F portfolio, value $2,075,288.

    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 41,386 shares
    Change vs previous 13F +991 shares

    0.01% of the 13F portfolio, value $2,045,489.

    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 40,395 shares
    Change vs previous 13F +7,649 shares

    0.02% of the 13F portfolio, value $1,955,926.

    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 32,746 shares
    Change vs previous 13F -377 shares

    0.02% of the 13F portfolio, value $1,488,306.

    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 33,123 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,392,365.

    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 33,123 shares
    Change vs previous 13F +4,890 shares

    0.02% of the 13F portfolio, value $1,431,742.

    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 28,233 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,198,491.

    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).