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Beacon Pointe Advisors, LLC: F position timeline

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

Beacon Pointe Advisors, LLC held 181,475 F 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 181,475 shares
    Change vs previous 13F -87,854 shares

    0.01% of the 13F portfolio, value $2,522,500.

    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 269,329 shares
    Change vs previous 13F +31,039 shares

    0.02% of the 13F portfolio, value $3,108,063.

    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 238,290 shares
    Change vs previous 13F +5,552 shares

    0.02% of the 13F portfolio, value $3,126,362.

    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 232,738 shares
    Change vs previous 13F +73,894 shares

    0.02% of the 13F portfolio, value $2,783,547.

    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 158,844 shares
    Change vs previous 13F -13,093 shares

    0.02% of the 13F portfolio, value $1,723,455.

    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 171,937 shares
    Change vs previous 13F -9,914 shares

    0.02% of the 13F portfolio, value $1,724,529.

    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 181,851 shares
    Change vs previous 13F -57,086 shares

    0.02% of the 13F portfolio, value $1,800,326.

    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 238,937 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,523,171.

    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).