Skip to content
Disclosery

Beacon Pointe Advisors, LLC: DFIP position timeline

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

Beacon Pointe Advisors, LLC held 1,182,158 DFIP 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 1,182,158 shares
    Change vs previous 13F +47,488 shares

    0.23% of the 13F portfolio, value $48,769,942.

    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 1,134,670 shares
    Change vs previous 13F +795 shares

    0.25% of the 13F portfolio, value $47,338,441.

    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 1,133,875 shares
    Change vs previous 13F +1,116,586 shares

    0.33% of the 13F portfolio, value $47,118,157.

    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 17,289 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $730,117.

    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).