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Beacon Pointe Advisors, LLC: C position timeline

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

Beacon Pointe Advisors, LLC held 134,666 C 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 134,666 shares
    Change vs previous 13F -9,848 shares

    0.09% of the 13F portfolio, value $18,845,350.

    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 144,514 shares
    Change vs previous 13F +60,083 shares

    0.09% of the 13F portfolio, value $16,389,346.

    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 84,431 shares
    Change vs previous 13F +3,099 shares

    0.07% of the 13F portfolio, value $9,852,199.

    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 81,332 shares
    Change vs previous 13F +10,166 shares

    0.07% of the 13F portfolio, value $8,255,197.

    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 71,166 shares
    Change vs previous 13F +222 shares

    0.06% of the 13F portfolio, value $6,057,679.

    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 70,944 shares
    Change vs previous 13F -1,522 shares

    0.06% of the 13F portfolio, value $5,036,300.

    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 72,466 shares
    Change vs previous 13F +7,138 shares

    0.06% of the 13F portfolio, value $5,100,849.

    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 65,328 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,089,557.

    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).