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Beacon Pointe Advisors, LLC: FNDX position timeline

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

Beacon Pointe Advisors, LLC held 154,001 FNDX 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 154,001 shares
    Change vs previous 13F -5,283 shares

    0.02% of the 13F portfolio, value $4,789,442.

    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 159,284 shares
    Change vs previous 13F +42,422 shares

    0.02% of the 13F portfolio, value $4,436,063.

    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 116,862 shares
    Change vs previous 13F +4,368 shares

    0.02% of the 13F portfolio, value $3,179,807.

    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 112,494 shares
    Change vs previous 13F +29,011 shares

    0.03% of the 13F portfolio, value $2,958,604.

    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 83,483 shares
    Change vs previous 13F +36,156 shares

    0.02% of the 13F portfolio, value $2,048,668.

    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 47,327 shares
    Change vs previous 13F -6,451 shares

    0.01% of the 13F portfolio, value $1,117,395.

    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 53,778 shares
    Change vs previous 13F +48,015 shares

    0.01% of the 13F portfolio, value $1,273,454.

    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 5,763 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $413,541.

    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).