Skip to content
Disclosery

Beacon Pointe Advisors, LLC: DFAS position timeline

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

Beacon Pointe Advisors, LLC held 361,150 DFAS 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 361,150 shares
    Change vs previous 13F +1,909 shares

    0.14% of the 13F portfolio, value $29,737,100.

    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 359,241 shares
    Change vs previous 13F +29,747 shares

    0.14% of the 13F portfolio, value $25,552,813.

    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 329,494 shares
    Change vs previous 13F +40,386 shares

    0.16% of the 13F portfolio, value $22,955,826.

    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 289,108 shares
    Change vs previous 13F +35,705 shares

    0.17% of the 13F portfolio, value $19,792,335.

    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 253,403 shares
    Change vs previous 13F +7,470 shares

    0.17% of the 13F portfolio, value $16,144,299.

    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 245,933 shares
    Change vs previous 13F +14,541 shares

    0.17% of the 13F portfolio, value $14,694,477.

    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 231,392 shares
    Change vs previous 13F -1,438 shares

    0.17% of the 13F portfolio, value $15,059,015.

    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 232,830 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $15,101,341.

    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).