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Beacon Pointe Advisors, LLC: EFAX position timeline

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

Beacon Pointe Advisors, LLC held 13,376 EFAX 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 13,376 shares
    Change vs previous 13F +40 shares

    <0.01% of the 13F portfolio, value $723,914.

    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 13,336 shares
    Change vs previous 13F +6,619 shares

    <0.01% of the 13F portfolio, value $663,666.

    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 6,717 shares
    Change vs previous 13F -36,422 shares

    <0.01% of the 13F portfolio, value $338,981.

    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 43,139 shares
    Change vs previous 13F +4,074 shares

    0.02% of the 13F portfolio, value $2,127,369.

    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 39,065 shares
    Change vs previous 13F +631 shares

    0.02% of the 13F portfolio, value $1,850,113.

    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 38,434 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,651,152.

    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 38,434 shares
    Change vs previous 13F -6,317 shares

    0.02% of the 13F portfolio, value $1,530,076.

    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 44,751 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,957,392.

    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).