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Beacon Pointe Advisors, LLC: DFCF position timeline

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

Beacon Pointe Advisors, LLC held 3,897,346 DFCF 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 3,897,346 shares
    Change vs previous 13F +181,906 shares

    0.77% of the 13F portfolio, value $164,506,958.

    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 3,715,440 shares
    Change vs previous 13F +275,920 shares

    0.83% of the 13F portfolio, value $156,865,887.

    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 3,439,520 shares
    Change vs previous 13F +2,753,953 shares

    1.03% of the 13F portfolio, value $146,385,969.

    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 685,567 shares
    Change vs previous 13F +75,940 shares

    0.25% of the 13F portfolio, value $29,314,842.

    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 609,627 shares
    Change vs previous 13F +825 shares

    0.27% of the 13F portfolio, value $25,762,855.

    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 608,802 shares
    Change vs previous 13F -10,475 shares

    0.29% of the 13F portfolio, value $25,606,220.

    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 619,277 shares
    Change vs previous 13F +17,443 shares

    0.28% of the 13F portfolio, value $25,557,555.

    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 601,834 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $25,993,223.

    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).