Beacon Pointe Advisors, LLC: FTSM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Pointe Advisors, LLC on FTSM, newest first. How the timeline and the estimate are built.
Beacon Pointe Advisors, LLC held 39,943 FTSM shares at 2026-06-30 per its 13F-HR filed 2026-08-18.
the latest 13F is the newest step
- period ended2026-06-3013F 39,943 sharesChange vs previous 13F -1,127 shares
0.01% of the 13F portfolio, value $2,385,803.
13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 41,070 sharesChange vs previous 13F -2,786 shares
0.01% of the 13F portfolio, value $2,455,194.
13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 43,856 sharesChange vs previous 13F -422 shares
0.02% of the 13F portfolio, value $2,628,275.
13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 44,278 sharesChange vs previous 13F -2,231 shares
0.02% of the 13F portfolio, value $2,652,669.
13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 46,509 sharesChange vs previous 13F -3,127 shares
0.03% of the 13F portfolio, value $2,784,515.
13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 49,636 sharesChange vs previous 13F +13,823 shares
0.03% of the 13F portfolio, value $2,970,198.
13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 35,813 sharesChange vs previous 13F +20,897 shares
0.02% of the 13F portfolio, value $2,140,550.
13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 14,916 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $893,021.
13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).