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Beacon Pointe Advisors, LLC: DFGP position timeline

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

Beacon Pointe Advisors, LLC held 1,170,296 DFGP 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 1,170,296 shares
    Change vs previous 13F -14,160 shares

    0.3% of the 13F portfolio, value $63,734,321.

    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 1,184,456 shares
    Change vs previous 13F +8,712 shares

    0.34% of the 13F portfolio, value $63,948,780.

    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 1,175,744 shares
    Change vs previous 13F +49,635 shares

    0.45% of the 13F portfolio, value $63,572,479.

    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 1,126,109 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $62,577,878.

    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).