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Beacon Pointe Advisors, LLC: CRM position timeline

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

Beacon Pointe Advisors, LLC held 102,138 CRM 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 102,138 shares
    Change vs previous 13F -5,666 shares

    0.07% of the 13F portfolio, value $16,001,380.

    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 107,804 shares
    Change vs previous 13F +41,358 shares

    0.11% of the 13F portfolio, value $20,123,800.

    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 66,446 shares
    Change vs previous 13F -5,833 shares

    0.12% of the 13F portfolio, value $17,602,629.

    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 72,279 shares
    Change vs previous 13F +12,212 shares

    0.15% of the 13F portfolio, value $17,130,502.

    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 60,067 shares
    Change vs previous 13F +5,947 shares

    0.17% of the 13F portfolio, value $16,379,696.

    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 54,120 shares
    Change vs previous 13F +1,022 shares

    0.16% of the 13F portfolio, value $14,523,652.

    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 53,098 shares
    Change vs previous 13F -4,603 shares

    0.2% of the 13F portfolio, value $17,752,191.

    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 57,701 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $15,793,259.

    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).