Beacon Pointe Advisors, LLC: CGGO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Pointe Advisors, LLC on CGGO, newest first. How the timeline and the estimate are built.
Beacon Pointe Advisors, LLC held 651,051 CGGO shares at 2026-06-30 per its 13F-HR filed 2026-08-18.
the latest 13F is the newest step
- period ended2026-06-3013F 651,051 sharesChange vs previous 13F -5,687 shares
0.13% of the 13F portfolio, value $27,558,993.
13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 656,738 sharesChange vs previous 13F +15,360 shares
0.12% of the 13F portfolio, value $21,915,334.
13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 641,378 sharesChange vs previous 13F +2,860 shares
0.16% of the 13F portfolio, value $22,223,761.
13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 638,518 sharesChange vs previous 13F +470,144 shares
0.19% of the 13F portfolio, value $21,818,144.
13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 168,374 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $5,382,922.
13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).