Skip to content
Disclosery

Beacon Pointe Advisors, LLC: DFIV position timeline

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

Beacon Pointe Advisors, LLC held 1,965,098 DFIV 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 1,965,098 shares
    Change vs previous 13F +561,806 shares

    0.49% of the 13F portfolio, value $106,154,591.

    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 1,403,292 shares
    Change vs previous 13F +118,046 shares

    0.39% of the 13F portfolio, value $74,065,744.

    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 1,285,246 shares
    Change vs previous 13F +539,131 shares

    0.45% of the 13F portfolio, value $64,133,760.

    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 746,115 shares
    Change vs previous 13F +98,779 shares

    0.29% of the 13F portfolio, value $34,410,810.

    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 647,336 shares
    Change vs previous 13F +5,776 shares

    0.29% of the 13F portfolio, value $27,725,417.

    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 641,560 shares
    Change vs previous 13F -84,836 shares

    0.28% of the 13F portfolio, value $25,251,794.

    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 726,396 shares
    Change vs previous 13F -12,918 shares

    0.29% of the 13F portfolio, value $25,772,523.

    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 739,314 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $28,153,072.

    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).