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Beacon Pointe Advisors, LLC: DUSB position timeline

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

Beacon Pointe Advisors, LLC held 140,047 DUSB 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 140,047 shares
    Change vs previous 13F +13,591 shares

    0.03% of the 13F portfolio, value $7,111,579.

    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 126,456 shares
    Change vs previous 13F +52,189 shares

    0.03% of the 13F portfolio, value $6,412,566.

    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 74,267 shares
    Change vs previous 13F +1,136 shares

    0.03% of the 13F portfolio, value $3,761,625.

    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 73,131 shares
    Change vs previous 13F +54,537 shares

    0.03% of the 13F portfolio, value $3,713,603.

    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 18,594 shares
    Change vs previous 13F +5,439 shares

    0.01% of the 13F portfolio, value $943,646.

    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 13,155 shares
    Change vs previous 13F -146 shares

    0.01% of the 13F portfolio, value $667,353.

    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 13,301 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $672,898.

    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).