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Beacon Pointe Advisors, LLC: ESGU position timeline

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

Beacon Pointe Advisors, LLC held 184,713 ESGU 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 184,713 shares
    Change vs previous 13F +7,008 shares

    0.14% of the 13F portfolio, value $30,231,908.

    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 177,705 shares
    Change vs previous 13F +59,912 shares

    0.13% of the 13F portfolio, value $25,131,076.

    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 117,793 shares
    Change vs previous 13F +22,295 shares

    0.12% of the 13F portfolio, value $17,548,839.

    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 95,498 shares
    Change vs previous 13F +89,273 shares

    0.12% of the 13F portfolio, value $13,904,521.

    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 6,225 shares
    Change vs previous 13F -360 shares

    0.01% of the 13F portfolio, value $842,217.

    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 6,585 shares
    Change vs previous 13F -585 shares

    0.01% of the 13F portfolio, value $802,835.

    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 7,170 shares
    Change vs previous 13F -149 shares

    0.01% of the 13F portfolio, value $923,633.

    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 7,319 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $923,545.

    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).