Skip to content
Disclosery

Beacon Pointe Advisors, LLC: DLTR position timeline

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

Beacon Pointe Advisors, LLC held 96,677 DLTR 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 96,677 shares
    Change vs previous 13F +5,259 shares

    0.05% of the 13F portfolio, value $11,693,084.

    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 91,418 shares
    Change vs previous 13F +134 shares

    0.05% of the 13F portfolio, value $10,011,186.

    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 91,284 shares
    Change vs previous 13F +2,327 shares

    0.08% of the 13F portfolio, value $11,228,874.

    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 88,957 shares
    Change vs previous 13F +12,633 shares

    0.07% of the 13F portfolio, value $8,394,873.

    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 76,324 shares
    Change vs previous 13F -1,539 shares

    0.08% of the 13F portfolio, value $7,559,129.

    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 77,863 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,845,175.

    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).