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Beacon Pointe Advisors, LLC: COIN position timeline

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

Beacon Pointe Advisors, LLC held 9,166 COIN 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 9,166 shares
    Change vs previous 13F -13,079 shares

    0.01% of the 13F portfolio, value $1,339,978.

    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 22,245 shares
    Change vs previous 13F +12,030 shares

    0.02% of the 13F portfolio, value $3,884,200.

    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 10,215 shares
    Change vs previous 13F -2,860 shares

    0.02% of the 13F portfolio, value $2,310,102.

    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 13,075 shares
    Change vs previous 13F +8,679 shares

    0.04% of the 13F portfolio, value $4,412,682.

    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 4,396 shares
    Change vs previous 13F +500 shares

    0.02% of the 13F portfolio, value $1,540,809.

    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 3,896 shares
    Change vs previous 13F -2,303 shares

    0.01% of the 13F portfolio, value $670,933.

    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 6,199 shares
    Change vs previous 13F -857 shares

    0.02% of the 13F portfolio, value $1,539,212.

    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 7,056 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,257,168.

    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).