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Beacon Pointe Advisors, LLC: CBL position timeline

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

Beacon Pointe Advisors, LLC held 86,804 CBL 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 86,804 shares
    Change vs previous 13F -45 shares

    0.02% of the 13F portfolio, value $4,608,425.

    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 86,849 shares
    Change vs previous 13F +864 shares

    0.02% of the 13F portfolio, value $3,337,608.

    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 85,985 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $3,181,445.

    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 85,985 shares
    Change vs previous 13F -40,218 shares

    0.02% of the 13F portfolio, value $2,629,422.

    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 126,203 shares
    Change vs previous 13F +23,776 shares

    0.03% of the 13F portfolio, value $3,204,294.

    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 102,427 shares
    Change vs previous 13F +3,661 shares

    0.03% of the 13F portfolio, value $2,722,510.

    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 98,766 shares
    Change vs previous 13F +84,708 shares

    0.03% of the 13F portfolio, value $2,904,708.

    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 14,058 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $354,262.

    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).