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Beacon Pointe Advisors, LLC: DFIC position timeline

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

Beacon Pointe Advisors, LLC held 2,581,098 DFIC 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 2,581,098 shares
    Change vs previous 13F -15,061 shares

    0.45% of the 13F portfolio, value $96,171,719.

    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 2,596,159 shares
    Change vs previous 13F +36,877 shares

    0.49% of the 13F portfolio, value $92,241,546.

    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 2,559,282 shares
    Change vs previous 13F +175,387 shares

    0.62% of the 13F portfolio, value $88,192,857.

    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 2,383,895 shares
    Change vs previous 13F +2,269,502 shares

    0.66% of the 13F portfolio, value $78,167,901.

    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 114,393 shares
    Change vs previous 13F +5,925 shares

    0.04% of the 13F portfolio, value $3,556,481.

    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 108,468 shares
    Change vs previous 13F -390 shares

    0.03% of the 13F portfolio, value $3,012,163.

    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 108,858 shares
    Change vs previous 13F -1,672 shares

    0.03% of the 13F portfolio, value $2,813,441.

    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 110,530 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,110,321.

    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).