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Beacon Pointe Advisors, LLC: EFG position timeline

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

Beacon Pointe Advisors, LLC held 592,307 EFG 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 592,307 shares
    Change vs previous 13F +26,340 shares

    0.34% of the 13F portfolio, value $73,694,778.

    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 565,967 shares
    Change vs previous 13F +127,543 shares

    0.33% of the 13F portfolio, value $63,031,756.

    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 438,424 shares
    Change vs previous 13F +27,128 shares

    0.35% of the 13F portfolio, value $49,945,259.

    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 411,296 shares
    Change vs previous 13F -79,019 shares

    0.4% of the 13F portfolio, value $46,838,392.

    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 490,315 shares
    Change vs previous 13F +22,670 shares

    0.57% of the 13F portfolio, value $54,915,308.

    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 467,645 shares
    Change vs previous 13F -50,683 shares

    0.53% of the 13F portfolio, value $46,764,530.

    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 518,328 shares
    Change vs previous 13F +8,550 shares

    0.56% of the 13F portfolio, value $50,189,721.

    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 509,778 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $54,877,608.

    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).