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Beacon Pointe Advisors, LLC: DFAT position timeline

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

Beacon Pointe Advisors, LLC held 301,249 DFAT 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 301,249 shares
    Change vs previous 13F -5,850 shares

    0.1% of the 13F portfolio, value $21,057,281.

    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 307,099 shares
    Change vs previous 13F +12,177 shares

    0.1% of the 13F portfolio, value $19,178,344.

    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 294,922 shares
    Change vs previous 13F +96,280 shares

    0.12% of the 13F portfolio, value $17,559,657.

    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 198,642 shares
    Change vs previous 13F +37,017 shares

    0.1% of the 13F portfolio, value $11,562,926.

    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 161,625 shares
    Change vs previous 13F -114 shares

    0.09% of the 13F portfolio, value $8,721,282.

    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 161,739 shares
    Change vs previous 13F -34,390 shares

    0.09% of the 13F portfolio, value $8,327,916.

    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 196,129 shares
    Change vs previous 13F -13,352 shares

    0.12% of the 13F portfolio, value $10,916,561.

    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 209,481 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $11,653,417.

    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).