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Beacon Pointe Advisors, LLC: FPE position timeline

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

Beacon Pointe Advisors, LLC held 167,859 FPE 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 167,859 shares
    Change vs previous 13F +6,277 shares

    0.01% of the 13F portfolio, value $3,001,326.

    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 161,582 shares
    Change vs previous 13F +38,169 shares

    0.02% of the 13F portfolio, value $2,868,089.

    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 123,413 shares
    Change vs previous 13F +65,546 shares

    0.02% of the 13F portfolio, value $2,248,593.

    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 57,867 shares
    Change vs previous 13F -23,684 shares

    0.01% of the 13F portfolio, value $1,055,494.

    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 81,551 shares
    Change vs previous 13F -650 shares

    0.02% of the 13F portfolio, value $1,451,607.

    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 82,201 shares
    Change vs previous 13F -546 shares

    0.02% of the 13F portfolio, value $1,445,915.

    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 82,747 shares
    Change vs previous 13F -7,045 shares

    0.02% of the 13F portfolio, value $1,464,621.

    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 89,792 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,625,234.

    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).