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Beacon Pointe Advisors, LLC: FIXD position timeline

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

Beacon Pointe Advisors, LLC held 44,315 FIXD 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 44,315 shares
    Change vs previous 13F -2,972 shares

    0.01% of the 13F portfolio, value $1,932,578.

    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 47,287 shares
    Change vs previous 13F +15,375 shares

    0.01% of the 13F portfolio, value $2,061,262.

    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 31,912 shares
    Change vs previous 13F +3,625 shares

    0.01% of the 13F portfolio, value $1,414,353.

    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 28,287 shares
    Change vs previous 13F -5,648 shares

    0.01% of the 13F portfolio, value $1,256,526.

    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 33,935 shares
    Change vs previous 13F +512 shares

    0.02% of the 13F portfolio, value $1,489,427.

    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 33,423 shares
    Change vs previous 13F +12 shares

    0.02% of the 13F portfolio, value $1,465,279.

    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 33,411 shares
    Change vs previous 13F -389 shares

    0.02% of the 13F portfolio, value $1,435,685.

    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 33,800 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,529,110.

    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).