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Beacon Pointe Advisors, LLC: CL position timeline

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

Beacon Pointe Advisors, LLC held 90,487 CL 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 90,487 shares
    Change vs previous 13F -76,804 shares

    0.04% of the 13F portfolio, value $8,295,847.

    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 167,291 shares
    Change vs previous 13F +74,473 shares

    0.08% of the 13F portfolio, value $14,258,250.

    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 92,818 shares
    Change vs previous 13F -53,766 shares

    0.05% of the 13F portfolio, value $7,334,477.

    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 146,584 shares
    Change vs previous 13F +10,557 shares

    0.1% of the 13F portfolio, value $11,717,950.

    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 136,027 shares
    Change vs previous 13F +1,351 shares

    0.13% of the 13F portfolio, value $12,364,864.

    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 134,676 shares
    Change vs previous 13F +13,251 shares

    0.14% of the 13F portfolio, value $12,619,123.

    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 121,425 shares
    Change vs previous 13F -10,439 shares

    0.12% of the 13F portfolio, value $11,038,779.

    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 131,864 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $13,688,722.

    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).