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Beacon Pointe Advisors, LLC: DFEV position timeline

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

Beacon Pointe Advisors, LLC held 751,387 DFEV 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 751,387 shares
    Change vs previous 13F +145,554 shares

    0.15% of the 13F portfolio, value $32,059,501.

    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 605,833 shares
    Change vs previous 13F -213 shares

    0.11% of the 13F portfolio, value $21,676,702.

    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 606,046 shares
    Change vs previous 13F +10,161 shares

    0.14% of the 13F portfolio, value $20,447,998.

    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 595,885 shares
    Change vs previous 13F +47,479 shares

    0.16% of the 13F portfolio, value $19,002,770.

    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 548,406 shares
    Change vs previous 13F -5,312 shares

    0.17% of the 13F portfolio, value $16,446,689.

    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 553,718 shares
    Change vs previous 13F -74,727 shares

    0.17% of the 13F portfolio, value $14,978,083.

    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 628,445 shares
    Change vs previous 13F -3,977 shares

    0.18% of the 13F portfolio, value $16,471,547.

    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 632,422 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $17,998,718.

    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).