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Beacon Pointe Advisors, LLC: ED position timeline

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

Beacon Pointe Advisors, LLC held 30,390 ED 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 30,390 shares
    Change vs previous 13F +1,082 shares

    0.02% of the 13F portfolio, value $3,362,216.

    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 29,308 shares
    Change vs previous 13F +5,063 shares

    0.02% of the 13F portfolio, value $3,317,110.

    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 24,245 shares
    Change vs previous 13F +3,638 shares

    0.02% of the 13F portfolio, value $2,408,001.

    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 20,607 shares
    Change vs previous 13F +3,631 shares

    0.02% of the 13F portfolio, value $2,071,465.

    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 16,976 shares
    Change vs previous 13F -478 shares

    0.02% of the 13F portfolio, value $1,703,538.

    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 17,454 shares
    Change vs previous 13F -73 shares

    0.02% of the 13F portfolio, value $1,930,204.

    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 17,527 shares
    Change vs previous 13F +2,479 shares

    0.02% of the 13F portfolio, value $1,563,959.

    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 15,048 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,566,991.

    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).