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Beacon Pointe Advisors, LLC: FYLD position timeline

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

Beacon Pointe Advisors, LLC held 57,210 FYLD 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 57,210 shares
    Change vs previous 13F +28,855 shares

    0.01% of the 13F portfolio, value $2,087,594.

    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 28,355 shares
    Change vs previous 13F +11,167 shares

    0.01% of the 13F portfolio, value $1,058,648.

    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 17,188 shares
    Change vs previous 13F +3,678 shares

    <0.01% of the 13F portfolio, value $558,424.

    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 13,510 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $421,393.

    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).