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Beacon Pointe Advisors, LLC: DFEM position timeline

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

Beacon Pointe Advisors, LLC held 1,777,623 DFEM 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 1,777,623 shares
    Change vs previous 13F +32,069 shares

    0.34% of the 13F portfolio, value $72,242,618.

    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 1,745,554 shares
    Change vs previous 13F +41,958 shares

    0.32% of the 13F portfolio, value $60,308,894.

    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 1,703,596 shares
    Change vs previous 13F +872,151 shares

    0.4% of the 13F portfolio, value $56,354,941.

    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 831,445 shares
    Change vs previous 13F +724,470 shares

    0.23% of the 13F portfolio, value $26,664,434.

    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 106,975 shares
    Change vs previous 13F -1,502 shares

    0.03% of the 13F portfolio, value $3,175,026.

    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 108,477 shares
    Change vs previous 13F +40,543 shares

    0.03% of the 13F portfolio, value $2,870,290.

    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 67,934 shares
    Change vs previous 13F -1,467 shares

    0.02% of the 13F portfolio, value $1,779,203.

    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 69,401 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,953,625.

    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).