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Beacon Pointe Advisors, LLC: DGRO position timeline

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

Beacon Pointe Advisors, LLC held 1,441,791 DGRO 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 1,441,791 shares
    Change vs previous 13F +47,394 shares

    0.51% of the 13F portfolio, value $109,273,324.

    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 1,394,397 shares
    Change vs previous 13F +546,673 shares

    0.52% of the 13F portfolio, value $97,858,812.

    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 847,724 shares
    Change vs previous 13F -63,676 shares

    0.41% of the 13F portfolio, value $58,848,976.

    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 911,400 shares
    Change vs previous 13F +870,339 shares

    0.53% of the 13F portfolio, value $62,048,139.

    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 41,061 shares
    Change vs previous 13F -11,772 shares

    0.03% of the 13F portfolio, value $2,625,412.

    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 52,833 shares
    Change vs previous 13F -9,007 shares

    0.04% of the 13F portfolio, value $3,264,036.

    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 61,840 shares
    Change vs previous 13F +7,889 shares

    0.04% of the 13F portfolio, value $3,793,257.

    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 53,951 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,382,194.

    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).