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Beacon Pointe Advisors, LLC: BX position timeline

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

Beacon Pointe Advisors, LLC held 66,647 BX 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 66,647 shares
    Change vs previous 13F -4,501 shares

    0.04% of the 13F portfolio, value $7,842,294.

    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 71,148 shares
    Change vs previous 13F +35,135 shares

    0.04% of the 13F portfolio, value $8,181,335.

    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 36,013 shares
    Change vs previous 13F +1,210 shares

    0.04% of the 13F portfolio, value $5,551,001.

    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 34,803 shares
    Change vs previous 13F -16,926 shares

    0.05% of the 13F portfolio, value $5,946,110.

    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 51,729 shares
    Change vs previous 13F +2,822 shares

    0.08% of the 13F portfolio, value $7,737,678.

    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 48,907 shares
    Change vs previous 13F -3,301 shares

    0.08% of the 13F portfolio, value $6,836,189.

    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 52,208 shares
    Change vs previous 13F -1,822 shares

    0.1% of the 13F portfolio, value $9,001,663.

    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 54,030 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $8,273,660.

    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).