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Beacon Pointe Advisors, LLC: DISV position timeline

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

Beacon Pointe Advisors, LLC held 449,274 DISV 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 449,274 shares
    Change vs previous 13F +70,252 shares

    0.08% of the 13F portfolio, value $18,029,368.

    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 379,022 shares
    Change vs previous 13F -7,726 shares

    0.08% of the 13F portfolio, value $14,948,644.

    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 386,748 shares
    Change vs previous 13F +26,844 shares

    0.1% of the 13F portfolio, value $14,696,419.

    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 359,904 shares
    Change vs previous 13F +27,726 shares

    0.11% of the 13F portfolio, value $12,844,959.

    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 332,178 shares
    Change vs previous 13F -10,284 shares

    0.11% of the 13F portfolio, value $10,931,985.

    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 342,462 shares
    Change vs previous 13F +16,836 shares

    0.11% of the 13F portfolio, value $9,972,493.

    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 325,626 shares
    Change vs previous 13F +8,260 shares

    0.1% of the 13F portfolio, value $8,651,895.

    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 317,366 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $9,222,660.

    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).