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Beacon Pointe Advisors, LLC: DBEF position timeline

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

Beacon Pointe Advisors, LLC held 999,862 DBEF 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 999,862 shares
    Change vs previous 13F +45,784 shares

    0.25% of the 13F portfolio, value $54,622,442.

    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 954,078 shares
    Change vs previous 13F +58,380 shares

    0.25% of the 13F portfolio, value $47,131,442.

    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 895,698 shares
    Change vs previous 13F +40,130 shares

    0.3% of the 13F portfolio, value $43,092,023.

    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 855,568 shares
    Change vs previous 13F +53,864 shares

    0.34% of the 13F portfolio, value $39,715,477.

    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 801,704 shares
    Change vs previous 13F +33,031 shares

    0.37% of the 13F portfolio, value $35,074,530.

    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 768,673 shares
    Change vs previous 13F +29,139 shares

    0.37% of the 13F portfolio, value $33,283,522.

    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 739,534 shares
    Change vs previous 13F -29,341 shares

    0.34% of the 13F portfolio, value $30,616,693.

    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 768,875 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $32,308,136.

    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).