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Beacon Pointe Advisors, LLC: EXPE position timeline

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

Beacon Pointe Advisors, LLC held 9,062 EXPE 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 9,062 shares
    Change vs previous 13F -36,524 shares

    0.01% of the 13F portfolio, value $2,318,747.

    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 45,586 shares
    Change vs previous 13F +503 shares

    0.06% of the 13F portfolio, value $10,525,301.

    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 45,083 shares
    Change vs previous 13F +399 shares

    0.09% of the 13F portfolio, value $12,772,459.

    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 44,684 shares
    Change vs previous 13F +1,131 shares

    0.08% of the 13F portfolio, value $9,551,203.

    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 43,553 shares
    Change vs previous 13F +2,486 shares

    0.08% of the 13F portfolio, value $7,346,597.

    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 41,067 shares
    Change vs previous 13F +837 shares

    0.08% of the 13F portfolio, value $6,903,315.

    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 40,230 shares
    Change vs previous 13F +142 shares

    0.08% of the 13F portfolio, value $7,496,056.

    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 40,088 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,933,826.

    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).