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Beacon Pointe Advisors, LLC: DOC position timeline

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

Beacon Pointe Advisors, LLC held 13,519 DOC 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 13,519 shares
    Change vs previous 13F -5,831 shares

    <0.01% of the 13F portfolio, value $289,316.

    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 19,350 shares
    Change vs previous 13F +2,488 shares

    <0.01% of the 13F portfolio, value $317,926.

    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 16,862 shares
    Change vs previous 13F -262 shares

    <0.01% of the 13F portfolio, value $271,142.

    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 17,124 shares
    Change vs previous 13F +1,319 shares

    <0.01% of the 13F portfolio, value $327,925.

    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 15,805 shares
    Change vs previous 13F -2,812 shares

    <0.01% of the 13F portfolio, value $276,746.

    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 18,617 shares
    Change vs previous 13F -192 shares

    <0.01% of the 13F portfolio, value $376,436.

    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 18,809 shares
    Change vs previous 13F -1,504 shares

    <0.01% of the 13F portfolio, value $381,258.

    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 20,313 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $464,558.

    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).