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Beacon Pointe Advisors, LLC: DFAE position timeline

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

Beacon Pointe Advisors, LLC held 644,490 DFAE 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 644,490 shares
    Change vs previous 13F +27,823 shares

    0.12% of the 13F portfolio, value $25,914,952.

    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 616,667 shares
    Change vs previous 13F +53,615 shares

    0.11% of the 13F portfolio, value $20,880,336.

    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 563,052 shares
    Change vs previous 13F +41,934 shares

    0.13% of the 13F portfolio, value $18,338,598.

    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 521,118 shares
    Change vs previous 13F +441,454 shares

    0.14% of the 13F portfolio, value $16,430,859.

    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 79,664 shares
    Change vs previous 13F +1,573 shares

    0.02% of the 13F portfolio, value $2,306,264.

    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 78,091 shares
    Change vs previous 13F -12,258 shares

    0.02% of the 13F portfolio, value $2,021,769.

    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 90,349 shares
    Change vs previous 13F -7,599 shares

    0.03% of the 13F portfolio, value $2,292,143.

    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 97,948 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,684,741.

    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).