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Beacon Pointe Advisors, LLC: ESGD position timeline

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

Beacon Pointe Advisors, LLC held 375,356 ESGD 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 375,356 shares
    Change vs previous 13F +6,677 shares

    0.18% of the 13F portfolio, value $38,590,386.

    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 368,679 shares
    Change vs previous 13F +153,891 shares

    0.19% of the 13F portfolio, value $35,253,133.

    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 214,788 shares
    Change vs previous 13F +8,023 shares

    0.14% of the 13F portfolio, value $20,424,235.

    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 206,765 shares
    Change vs previous 13F +142,696 shares

    0.16% of the 13F portfolio, value $19,225,025.

    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 64,069 shares
    Change vs previous 13F +5,415 shares

    0.06% of the 13F portfolio, value $5,716,264.

    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 58,654 shares
    Change vs previous 13F -3,564 shares

    0.05% of the 13F portfolio, value $4,791,462.

    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 62,218 shares
    Change vs previous 13F -2,916 shares

    0.05% of the 13F portfolio, value $4,737,313.

    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 65,134 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,482,347.

    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).