Skip to content
Disclosery

Beacon Pointe Advisors, LLC: CEF position timeline

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

Beacon Pointe Advisors, LLC held 138,425 CEF 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 138,425 shares
    Change vs previous 13F -2,910 shares

    0.03% of the 13F portfolio, value $5,568,838.

    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 141,335 shares
    Change vs previous 13F +19,423 shares

    0.04% of the 13F portfolio, value $6,744,507.

    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 121,912 shares
    Change vs previous 13F -15,945 shares

    0.04% of the 13F portfolio, value $5,583,570.

    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 137,857 shares
    Change vs previous 13F -36,942 shares

    0.04% of the 13F portfolio, value $5,057,974.

    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 174,799 shares
    Change vs previous 13F -8,967 shares

    0.05% of the 13F portfolio, value $5,261,450.

    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 183,766 shares
    Change vs previous 13F -3,304 shares

    0.06% of the 13F portfolio, value $5,220,792.

    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 187,070 shares
    Change vs previous 13F -20,147 shares

    0.05% of the 13F portfolio, value $4,444,789.

    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 207,217 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,074,750.

    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).