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Beacon Pointe Advisors, LLC: DFAX position timeline

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

Beacon Pointe Advisors, LLC held 603,863 DFAX 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 603,863 shares
    Change vs previous 13F -938 shares

    0.1% of the 13F portfolio, value $22,246,317.

    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 604,801 shares
    Change vs previous 13F -232 shares

    0.11% of the 13F portfolio, value $20,545,101.

    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 605,033 shares
    Change vs previous 13F +368,261 shares

    0.14% of the 13F portfolio, value $19,802,733.

    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 236,772 shares
    Change vs previous 13F +191,081 shares

    0.06% of the 13F portfolio, value $7,429,901.

    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 45,691 shares
    Change vs previous 13F -13 shares

    0.01% of the 13F portfolio, value $1,341,933.

    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 45,704 shares
    Change vs previous 13F -4,765 shares

    0.01% of the 13F portfolio, value $1,197,449.

    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 50,469 shares
    Change vs previous 13F -204 shares

    0.01% of the 13F portfolio, value $1,254,659.

    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 50,673 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,368,681.

    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).