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Beacon Pointe Advisors, LLC: CCOR position timeline

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

Beacon Pointe Advisors, LLC held 28,349 CCOR 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 28,349 shares
    Change vs previous 13F -1,342 shares

    <0.01% of the 13F portfolio, value $718,058.

    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 29,691 shares
    Change vs previous 13F +3,960 shares

    <0.01% of the 13F portfolio, value $774,072.

    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 25,731 shares
    Change vs previous 13F -10,333 shares

    <0.01% of the 13F portfolio, value $675,434.

    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 36,064 shares
    Change vs previous 13F -3,593 shares

    0.01% of the 13F portfolio, value $942,328.

    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 39,657 shares
    Change vs previous 13F +28 shares

    0.01% of the 13F portfolio, value $1,065,175.

    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 39,629 shares
    Change vs previous 13F -1,799 shares

    0.01% of the 13F portfolio, value $1,059,846.

    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 41,428 shares
    Change vs previous 13F +1,511 shares

    0.01% of the 13F portfolio, value $1,061,601.

    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 39,917 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,092,237.

    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).