Skip to content
Disclosery

Beacon Pointe Advisors, LLC: BRK-B position timeline

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

Beacon Pointe Advisors, LLC held 384,143 BRK-B 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 384,143 shares
    Change vs previous 13F +28,068 shares

    0.89% of the 13F portfolio, value $192,218,086.

    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 356,075 shares
    Change vs previous 13F +160,248 shares

    0.9% of the 13F portfolio, value $170,631,154.

    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 195,827 shares
    Change vs previous 13F +25,657 shares

    0.69% of the 13F portfolio, value $98,432,204.

    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 170,170 shares
    Change vs previous 13F -140,413 shares

    0.73% of the 13F portfolio, value $85,551,412.

    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 310,583 shares
    Change vs previous 13F -8,946 shares

    1.58% of the 13F portfolio, value $150,872,049.

    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 319,529 shares
    Change vs previous 13F +15,137 shares

    1.91% of the 13F portfolio, value $170,174,833.

    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 304,392 shares
    Change vs previous 13F -2,499 shares

    1.53% of the 13F portfolio, value $137,974,661.

    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 306,891 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $141,249,716.

    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).