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Beacon Pointe Advisors, LLC: COST position timeline

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

Beacon Pointe Advisors, LLC held 53,536 COST 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 53,536 shares
    Change vs previous 13F -998 shares

    0.23% of the 13F portfolio, value $50,087,736.

    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 54,534 shares
    Change vs previous 13F +5,582 shares

    0.29% of the 13F portfolio, value $54,339,297.

    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 48,952 shares
    Change vs previous 13F +6,112 shares

    0.3% of the 13F portfolio, value $42,213,331.

    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 42,840 shares
    Change vs previous 13F +6,612 shares

    0.34% of the 13F portfolio, value $39,654,189.

    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 36,228 shares
    Change vs previous 13F +941 shares

    0.37% of the 13F portfolio, value $35,863,160.

    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 35,287 shares
    Change vs previous 13F -4,117 shares

    0.38% of the 13F portfolio, value $33,374,009.

    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 39,404 shares
    Change vs previous 13F -1,398 shares

    0.4% of the 13F portfolio, value $36,104,669.

    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 40,802 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $36,171,581.

    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).