Beacon Pointe Advisors, LLC: CGMU position timeline

Beacon Pointe Advisors, LLC held 1,086,840 CGMU 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 1,086,840 shares

   Change vs previous 13F +75,766 shares

   0.14% of the 13F portfolio, value $29,855,493.

   13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, LLC
   Filed 2026-08-18 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 1,011,074 shares

   Change vs previous 13F +265,332 shares

   0.15% of the 13F portfolio, value $27,450,655.

   13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 745,742 shares

   Change vs previous 13F +180,522 shares

   0.14% of the 13F portfolio, value $20,418,411.

   13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, LLC
   Filed 2026-02-18 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 565,220 shares

   Change vs previous 13F +408,361 shares

   0.13% of the 13F portfolio, value $15,424,843.

   13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, LLC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 156,859 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $4,186,566.

   13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).