Beacon Pointe Advisors, LLC: COP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Pointe Advisors, LLC on COP, newest first. How the timeline and the estimate are built.
Beacon Pointe Advisors, LLC held 75,311 COP shares at 2026-06-30 per its 13F-HR filed 2026-08-18.
the latest 13F is the newest step
- period ended2026-06-3013F 75,311 sharesChange vs previous 13F -7,961 shares
0.04% of the 13F portfolio, value $7,832,409.
13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 83,272 sharesChange vs previous 13F +33,580 shares
0.06% of the 13F portfolio, value $10,991,853.
13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 49,692 sharesChange vs previous 13F +5,066 shares
0.03% of the 13F portfolio, value $4,651,712.
13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 44,626 sharesChange vs previous 13F -18,094 shares
0.04% of the 13F portfolio, value $4,221,184.
13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 62,720 sharesChange vs previous 13F -1,225 shares
0.06% of the 13F portfolio, value $5,628,490.
13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 63,945 sharesChange vs previous 13F -543 shares
0.08% of the 13F portfolio, value $6,715,495.
13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 64,488 sharesChange vs previous 13F -1,406 shares
0.07% of the 13F portfolio, value $6,395,278.
13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 65,894 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $6,937,338.
13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).