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Disclosery

Beacon Pointe Advisors, LLC: EW position timeline

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

Beacon Pointe Advisors, LLC held 128,603 EW 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 128,603 shares
    Change vs previous 13F -18,991 shares

    0.05% of the 13F portfolio, value $11,632,457.

    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 147,594 shares
    Change vs previous 13F +128,250 shares

    0.06% of the 13F portfolio, value $11,819,309.

    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 19,344 shares
    Change vs previous 13F +701 shares

    0.01% of the 13F portfolio, value $1,649,056.

    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 18,643 shares
    Change vs previous 13F -11,716 shares

    0.01% of the 13F portfolio, value $1,449,867.

    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 30,359 shares
    Change vs previous 13F +995 shares

    0.02% of the 13F portfolio, value $2,374,377.

    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 29,364 shares
    Change vs previous 13F -3,472 shares

    0.02% of the 13F portfolio, value $2,128,303.

    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 32,836 shares
    Change vs previous 13F -952 shares

    0.03% of the 13F portfolio, value $2,430,849.

    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 33,788 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,229,670.

    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).