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Beacon Pointe Advisors, LLC: FNDF position timeline

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

Beacon Pointe Advisors, LLC held 142,384 FNDF 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 142,384 shares
    Change vs previous 13F +4,721 shares

    0.03% of the 13F portfolio, value $7,512,189.

    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 137,663 shares
    Change vs previous 13F +24,306 shares

    0.04% of the 13F portfolio, value $6,735,875.

    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 113,357 shares
    Change vs previous 13F +23,958 shares

    0.04% of the 13F portfolio, value $5,124,861.

    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 89,399 shares
    Change vs previous 13F +8,741 shares

    0.03% of the 13F portfolio, value $3,840,563.

    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 80,658 shares
    Change vs previous 13F +6,446 shares

    0.03% of the 13F portfolio, value $3,227,923.

    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 74,212 shares
    Change vs previous 13F -2,274 shares

    0.03% of the 13F portfolio, value $2,682,017.

    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 76,486 shares
    Change vs previous 13F +1,044 shares

    0.03% of the 13F portfolio, value $2,540,095.

    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 75,442 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,819,266.

    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).