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Beacon Pointe Advisors, LLC: DNP position timeline

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

Beacon Pointe Advisors, LLC held 138,904 DNP 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 138,904 shares
    Change vs previous 13F -4,401 shares

    0.01% of the 13F portfolio, value $1,498,773.

    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 143,305 shares
    Change vs previous 13F +4,029 shares

    0.01% of the 13F portfolio, value $1,476,043.

    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 139,276 shares
    Change vs previous 13F -5,292 shares

    0.01% of the 13F portfolio, value $1,391,363.

    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 144,568 shares
    Change vs previous 13F +60,321 shares

    0.01% of the 13F portfolio, value $1,447,130.

    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 84,247 shares
    Change vs previous 13F +31,250 shares

    0.01% of the 13F portfolio, value $824,780.

    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 52,997 shares
    Change vs previous 13F -511 shares

    0.01% of the 13F portfolio, value $524,145.

    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 53,508 shares
    Change vs previous 13F -4,835 shares

    0.01% of the 13F portfolio, value $471,938.

    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 58,343 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $585,768.

    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).