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Beacon Pointe Advisors, LLC: CBRE position timeline

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

Beacon Pointe Advisors, LLC held 12,606 CBRE 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 12,606 shares
    Change vs previous 13F -2,093 shares

    0.01% of the 13F portfolio, value $1,697,905.

    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 14,699 shares
    Change vs previous 13F +10,074 shares

    0.01% of the 13F portfolio, value $1,991,130.

    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 4,625 shares
    Change vs previous 13F +2,631 shares

    0.01% of the 13F portfolio, value $743,712.

    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 1,994 shares
    Change vs previous 13F -8,470 shares

    <0.01% of the 13F portfolio, value $314,175.

    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 10,464 shares
    Change vs previous 13F -96 shares

    0.02% of the 13F portfolio, value $1,466,216.

    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 10,560 shares
    Change vs previous 13F +21 shares

    0.02% of the 13F portfolio, value $1,381,037.

    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 10,539 shares
    Change vs previous 13F -1,056 shares

    0.02% of the 13F portfolio, value $1,383,665.

    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 11,595 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,443,346.

    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).