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Beacon Pointe Advisors, LLC: COKE position timeline

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

Beacon Pointe Advisors, LLC held 6,476 COKE 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 6,476 shares
    Change vs previous 13F -3,223 shares

    0.01% of the 13F portfolio, value $1,236,387.

    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 9,699 shares
    Change vs previous 13F +6,857 shares

    0.01% of the 13F portfolio, value $1,859,694.

    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 2,842 shares
    Change vs previous 13F +72 shares

    <0.01% of the 13F portfolio, value $435,645.

    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 2,770 shares
    Change vs previous 13F -1,360 shares

    <0.01% of the 13F portfolio, value $324,520.

    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 4,130 shares
    Change vs previous 13F +3,518 shares

    <0.01% of the 13F portfolio, value $461,118.

    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 612 shares
    Change vs previous 13F +185 shares

    0.01% of the 13F portfolio, value $826,824.

    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 427 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $537,985.

    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 426 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $561,336.

    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).