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Beacon Pointe Advisors, LLC: CP position timeline

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

Beacon Pointe Advisors, LLC held 66,163 CP 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 66,163 shares
    Change vs previous 13F +358 shares

    0.03% of the 13F portfolio, value $5,733,041.

    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 65,805 shares
    Change vs previous 13F +29,629 shares

    0.03% of the 13F portfolio, value $5,176,223.

    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 36,176 shares
    Change vs previous 13F +35 shares

    0.02% of the 13F portfolio, value $2,663,631.

    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 36,141 shares
    Change vs previous 13F -30,373 shares

    0.02% of the 13F portfolio, value $2,692,144.

    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 66,514 shares
    Change vs previous 13F -3,417 shares

    0.06% of the 13F portfolio, value $5,272,565.

    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 69,931 shares
    Change vs previous 13F -740 shares

    0.06% of the 13F portfolio, value $4,909,856.

    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 70,671 shares
    Change vs previous 13F -1,869 shares

    0.06% of the 13F portfolio, value $5,114,460.

    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 72,540 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,205,077.

    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).