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Beacon Pointe Advisors, LLC: BUD position timeline

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

Beacon Pointe Advisors, LLC held 15,890 BUD 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 15,890 shares
    Change vs previous 13F -4,592 shares

    0.01% of the 13F portfolio, value $1,309,309.

    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 20,482 shares
    Change vs previous 13F +13,265 shares

    0.01% of the 13F portfolio, value $1,420,822.

    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 7,217 shares
    Change vs previous 13F -5,483 shares

    <0.01% of the 13F portfolio, value $462,180.

    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 12,700 shares
    Change vs previous 13F -34,451 shares

    0.01% of the 13F portfolio, value $757,061.

    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 47,151 shares
    Change vs previous 13F +371 shares

    0.03% of the 13F portfolio, value $3,240,206.

    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 46,780 shares
    Change vs previous 13F -953 shares

    0.03% of the 13F portfolio, value $2,879,767.

    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 47,733 shares
    Change vs previous 13F +433 shares

    0.03% of the 13F portfolio, value $2,389,991.

    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 47,300 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,135,517.

    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).