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Beacon Pointe Advisors, LLC: CFR position timeline

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

Beacon Pointe Advisors, LLC held 6,374 CFR 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 6,374 shares
    Change vs previous 13F -5,995 shares

    <0.01% of the 13F portfolio, value $984,107.

    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 12,369 shares
    Change vs previous 13F +10,248 shares

    0.01% of the 13F portfolio, value $1,695,517.

    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 2,121 shares
    Change vs previous 13F -306 shares

    <0.01% of the 13F portfolio, value $268,569.

    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 2,427 shares
    Change vs previous 13F -442 shares

    <0.01% of the 13F portfolio, value $307,719.

    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 2,869 shares
    Change vs previous 13F -240 shares

    <0.01% of the 13F portfolio, value $368,727.

    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 3,109 shares
    Change vs previous 13F +181 shares

    <0.01% of the 13F portfolio, value $389,265.

    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 2,928 shares
    Change vs previous 13F -164 shares

    <0.01% of the 13F portfolio, value $393,069.

    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 3,092 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $345,904.

    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).