Beacon Pointe Advisors, LLC: CGUS position timeline

Beacon Pointe Advisors, LLC held 474,889 CGUS 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 474,889 shares

   Change vs previous 13F -4,788 shares

   0.1% of the 13F portfolio, value $21,123,069.

   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 479,677 shares

   Change vs previous 13F +23,033 shares

   0.1% of the 13F portfolio, value $18,429,172.

   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 456,644 shares

   Change vs previous 13F +3,849 shares

   0.13% of the 13F portfolio, value $18,370,795.

   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 452,795 shares

   Change vs previous 13F +336,747 shares

   0.15% of the 13F portfolio, value $17,903,496.

   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 116,048 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $4,285,670.

   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).