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Beacon Pointe Advisors, LLC: DFUS position timeline

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

Beacon Pointe Advisors, LLC held 781,601 DFUS 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 781,601 shares
    Change vs previous 13F +58,276 shares

    0.3% of the 13F portfolio, value $64,044,387.

    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 723,325 shares
    Change vs previous 13F +86,169 shares

    0.27% of the 13F portfolio, value $51,290,960.

    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 637,156 shares
    Change vs previous 13F +153,294 shares

    0.33% of the 13F portfolio, value $47,257,878.

    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 483,862 shares
    Change vs previous 13F +129,592 shares

    0.3% of the 13F portfolio, value $35,050,983.

    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 354,270 shares
    Change vs previous 13F +4,524 shares

    0.25% of the 13F portfolio, value $23,743,204.

    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 349,746 shares
    Change vs previous 13F +29,880 shares

    0.24% of the 13F portfolio, value $21,152,608.

    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 319,866 shares
    Change vs previous 13F -20,589 shares

    0.23% of the 13F portfolio, value $20,391,454.

    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 340,455 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $21,176,291.

    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).