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Beacon Pointe Advisors, LLC: CMF position timeline

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

Beacon Pointe Advisors, LLC held 192,748 CMF 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 192,748 shares
    Change vs previous 13F -218,910 shares

    0.05% of the 13F portfolio, value $11,109,972.

    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 411,658 shares
    Change vs previous 13F +295,864 shares

    0.12% of the 13F portfolio, value $23,406,895.

    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 115,794 shares
    Change vs previous 13F +37,792 shares

    0.05% of the 13F portfolio, value $6,653,526.

    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 78,002 shares
    Change vs previous 13F -33,151 shares

    0.04% of the 13F portfolio, value $4,449,221.

    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 111,153 shares
    Change vs previous 13F +5,856 shares

    0.06% of the 13F portfolio, value $6,195,694.

    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 105,297 shares
    Change vs previous 13F -17,334 shares

    0.07% of the 13F portfolio, value $5,926,100.

    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 122,631 shares
    Change vs previous 13F -8,428 shares

    0.08% of the 13F portfolio, value $7,024,321.

    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 131,059 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,615,849.

    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).