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Beacon Pointe Advisors, LLC: DFSD position timeline

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

Beacon Pointe Advisors, LLC held 1,045,893 DFSD 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 1,045,893 shares
    Change vs previous 13F +128,075 shares

    0.23% of the 13F portfolio, value $49,941,384.

    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 917,818 shares
    Change vs previous 13F +64,802 shares

    0.23% of the 13F portfolio, value $43,945,111.

    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 853,016 shares
    Change vs previous 13F +632,810 shares

    0.29% of the 13F portfolio, value $40,902,131.

    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 220,206 shares
    Change vs previous 13F +128,963 shares

    0.09% of the 13F portfolio, value $10,611,733.

    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 91,243 shares
    Change vs previous 13F +14,968 shares

    0.05% of the 13F portfolio, value $4,380,553.

    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 76,275 shares
    Change vs previous 13F +13,735 shares

    0.04% of the 13F portfolio, value $3,624,586.

    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 62,540 shares
    Change vs previous 13F +6,220 shares

    0.03% of the 13F portfolio, value $2,931,892.

    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 56,320 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,688,708.

    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).