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Beacon Pointe Advisors, LLC: DTH position timeline

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

Beacon Pointe Advisors, LLC held 156,580 DTH 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 156,580 shares
    Change vs previous 13F +5,099 shares

    0.04% of the 13F portfolio, value $8,472,566.

    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 151,481 shares
    Change vs previous 13F +25,831 shares

    0.04% of the 13F portfolio, value $8,193,632.

    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 125,650 shares
    Change vs previous 13F -3,096 shares

    0.05% of the 13F portfolio, value $6,484,114.

    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 128,746 shares
    Change vs previous 13F -32,489 shares

    0.05% of the 13F portfolio, value $6,328,095.

    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 161,235 shares
    Change vs previous 13F +14 shares

    0.08% of the 13F portfolio, value $7,470,612.

    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 161,221 shares
    Change vs previous 13F -5,703 shares

    0.08% of the 13F portfolio, value $6,845,574.

    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 166,924 shares
    Change vs previous 13F -19,085 shares

    0.07% of the 13F portfolio, value $6,306,384.

    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 186,009 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,708,168.

    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).