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Beacon Pointe Advisors, LLC: EPI position timeline

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

Beacon Pointe Advisors, LLC held 24,220 EPI 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 24,220 shares
    Change vs previous 13F -3,100 shares

    <0.01% of the 13F portfolio, value $1,036,124.

    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 27,320 shares
    Change vs previous 13F +16,555 shares

    0.01% of the 13F portfolio, value $1,114,649.

    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 10,765 shares
    Change vs previous 13F -19,165 shares

    <0.01% of the 13F portfolio, value $498,335.

    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 29,930 shares
    Change vs previous 13F -297 shares

    0.01% of the 13F portfolio, value $1,322,892.

    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 30,227 shares
    Change vs previous 13F -4,984 shares

    0.01% of the 13F portfolio, value $1,434,876.

    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 35,211 shares
    Change vs previous 13F +549 shares

    0.02% of the 13F portfolio, value $1,539,075.

    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 34,662 shares
    Change vs previous 13F -8,749 shares

    0.02% of the 13F portfolio, value $1,569,149.

    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 43,411 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,190,522.

    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).