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Beacon Pointe Advisors, LLC: ECG position timeline

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

Beacon Pointe Advisors, LLC held 33,782 ECG 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 33,782 shares
    Change vs previous 13F -5,993 shares

    0.03% of the 13F portfolio, value $5,606,123.

    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 39,775 shares
    Change vs previous 13F -105,016 shares

    0.02% of the 13F portfolio, value $4,695,837.

    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 144,791 shares
    Change vs previous 13F -1,348 shares

    0.09% of the 13F portfolio, value $12,388,318.

    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 146,139 shares
    Change vs previous 13F -16,982 shares

    0.11% of the 13F portfolio, value $12,531,420.

    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 163,121 shares
    Change vs previous 13F +9,499 shares

    0.11% of the 13F portfolio, value $10,363,077.

    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 153,622 shares
    Change vs previous 13F +95,035 shares

    0.06% of the 13F portfolio, value $5,697,840.

    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 58,587 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,852,095.

    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).