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Beacon Pointe Advisors, LLC: DSI position timeline

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

Beacon Pointe Advisors, LLC held 146,353 DSI 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 146,353 shares
    Change vs previous 13F +953 shares

    0.1% of the 13F portfolio, value $20,839,227.

    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 145,400 shares
    Change vs previous 13F +41,641 shares

    0.09% of the 13F portfolio, value $17,621,077.

    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 103,759 shares
    Change vs previous 13F +4,822 shares

    0.09% of the 13F portfolio, value $13,367,308.

    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 98,937 shares
    Change vs previous 13F +10,511 shares

    0.11% of the 13F portfolio, value $12,461,162.

    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 88,426 shares
    Change vs previous 13F +4,259 shares

    0.11% of the 13F portfolio, value $10,271,510.

    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 84,167 shares
    Change vs previous 13F +12,506 shares

    0.1% of the 13F portfolio, value $8,619,592.

    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 71,661 shares
    Change vs previous 13F -9,106 shares

    0.09% of the 13F portfolio, value $7,900,662.

    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 80,767 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $8,786,666.

    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).