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Beacon Pointe Advisors, LLC: DFSU position timeline

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

Beacon Pointe Advisors, LLC held 341,750 DFSU 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 341,750 shares
    Change vs previous 13F +4,713 shares

    0.07% of the 13F portfolio, value $15,935,814.

    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 337,037 shares
    Change vs previous 13F +48,924 shares

    0.07% of the 13F portfolio, value $13,848,854.

    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 288,113 shares
    Change vs previous 13F +19,634 shares

    0.09% of the 13F portfolio, value $12,512,766.

    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 268,479 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $11,402,981.

    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).