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Beacon Pointe Advisors, LLC: DFGR position timeline

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

Beacon Pointe Advisors, LLC held 665,263 DFGR 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 665,263 shares
    Change vs previous 13F -148,710 shares

    0.09% of the 13F portfolio, value $19,272,678.

    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 813,973 shares
    Change vs previous 13F -101,364 shares

    0.11% of the 13F portfolio, value $21,635,416.

    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 915,337 shares
    Change vs previous 13F +241,465 shares

    0.17% of the 13F portfolio, value $24,183,211.

    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 673,872 shares
    Change vs previous 13F +634,759 shares

    0.16% of the 13F portfolio, value $18,403,453.

    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 39,113 shares
    Change vs previous 13F -17,475 shares

    0.01% of the 13F portfolio, value $1,049,402.

    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 56,588 shares
    Change vs previous 13F -120,743 shares

    0.02% of the 13F portfolio, value $1,485,990.

    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 177,331 shares
    Change vs previous 13F +7,188 shares

    0.05% of the 13F portfolio, value $4,529,038.

    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 170,143 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,910,338.

    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).