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Beacon Pointe Advisors, LLC: CRSP position timeline

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

Beacon Pointe Advisors, LLC held 11,307 CRSP 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 11,307 shares
    Change vs previous 13F -778 shares

    <0.01% of the 13F portfolio, value $616,657.

    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 12,085 shares
    Change vs previous 13F -851 shares

    <0.01% of the 13F portfolio, value $574,860.

    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 12,936 shares
    Change vs previous 13F +110 shares

    <0.01% of the 13F portfolio, value $678,364.

    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 12,826 shares
    Change vs previous 13F +5,380 shares

    0.01% of the 13F portfolio, value $831,254.

    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 7,446 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $362,173.

    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).