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Beacon Pointe Advisors, LLC: HASI position timeline

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

Beacon Pointe Advisors, LLC held 13,982 HASI 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 13,982 shares
    Change vs previous 13F -3,573 shares

    <0.01% of the 13F portfolio, value $545,998.

    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 17,555 shares
    Change vs previous 13F -1,176 shares

    <0.01% of the 13F portfolio, value $645,147.

    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 18,731 shares
    Change vs previous 13F +216 shares

    <0.01% of the 13F portfolio, value $588,720.

    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 18,515 shares
    Change vs previous 13F -535 shares

    <0.01% of the 13F portfolio, value $568,411.

    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 19,050 shares
    Change vs previous 13F -465 shares

    0.01% of the 13F portfolio, value $511,683.

    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 19,515 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $570,619.

    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 19,515 shares
    Change vs previous 13F -2,000 shares

    0.01% of the 13F portfolio, value $523,587.

    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 21,515 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $741,622.

    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).