Skip to content
Disclosery

Beacon Pointe Advisors, LLC: EAGG position timeline

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

Beacon Pointe Advisors, LLC held 230,813 EAGG 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 230,813 shares
    Change vs previous 13F +29,190 shares

    0.05% of the 13F portfolio, value $10,942,823.

    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 201,623 shares
    Change vs previous 13F +78,971 shares

    0.05% of the 13F portfolio, value $9,587,160.

    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 122,652 shares
    Change vs previous 13F +6,040 shares

    0.04% of the 13F portfolio, value $5,868,892.

    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 116,612 shares
    Change vs previous 13F +38,054 shares

    0.05% of the 13F portfolio, value $5,600,880.

    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 78,558 shares
    Change vs previous 13F -7,788 shares

    0.04% of the 13F portfolio, value $3,734,636.

    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 86,346 shares
    Change vs previous 13F -3,938 shares

    0.05% of the 13F portfolio, value $4,099,713.

    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 90,284 shares
    Change vs previous 13F +16,884 shares

    0.05% of the 13F portfolio, value $4,192,783.

    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 73,400 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,566,492.

    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).