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Beacon Pointe Advisors, LLC: DFIS position timeline

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

Beacon Pointe Advisors, LLC held 296,400 DFIS 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 296,400 shares
    Change vs previous 13F +4,592 shares

    0.05% of the 13F portfolio, value $10,382,907.

    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 291,808 shares
    Change vs previous 13F +1,679 shares

    0.05% of the 13F portfolio, value $9,825,171.

    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 290,129 shares
    Change vs previous 13F +7,238 shares

    0.07% of the 13F portfolio, value $9,556,838.

    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 282,891 shares
    Change vs previous 13F +26,959 shares

    0.08% of the 13F portfolio, value $8,947,850.

    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 255,932 shares
    Change vs previous 13F -1,937 shares

    0.08% of the 13F portfolio, value $7,637,008.

    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 257,869 shares
    Change vs previous 13F +7,593 shares

    0.07% of the 13F portfolio, value $6,663,346.

    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 250,276 shares
    Change vs previous 13F +3,941 shares

    0.07% of the 13F portfolio, value $6,145,530.

    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 246,335 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,609,169.

    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).