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Beacon Pointe Advisors, LLC: ESGE position timeline

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

Beacon Pointe Advisors, LLC held 339,722 ESGE 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 339,722 shares
    Change vs previous 13F +26,792 shares

    0.09% of the 13F portfolio, value $18,579,379.

    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 312,930 shares
    Change vs previous 13F +82,853 shares

    0.08% of the 13F portfolio, value $14,228,916.

    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 230,077 shares
    Change vs previous 13F +24,779 shares

    0.07% of the 13F portfolio, value $10,162,481.

    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 205,298 shares
    Change vs previous 13F +154,833 shares

    0.08% of the 13F portfolio, value $8,914,046.

    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 50,465 shares
    Change vs previous 13F +2,133 shares

    0.02% of the 13F portfolio, value $1,976,695.

    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 48,332 shares
    Change vs previous 13F -9,712 shares

    0.02% of the 13F portfolio, value $1,689,205.

    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 58,044 shares
    Change vs previous 13F -1,977 shares

    0.02% of the 13F portfolio, value $1,938,101.

    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 60,021 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,185,371.

    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).