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Beacon Pointe Advisors, LLC: HEGD position timeline

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

Beacon Pointe Advisors, LLC held 650,777 HEGD 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 650,777 shares
    Change vs previous 13F +57,625 shares

    0.08% of the 13F portfolio, value $17,349,712.

    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 593,152 shares
    Change vs previous 13F +100,005 shares

    0.08% of the 13F portfolio, value $14,650,864.

    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 493,147 shares
    Change vs previous 13F +43,614 shares

    0.09% of the 13F portfolio, value $12,432,234.

    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 449,533 shares
    Change vs previous 13F -121,132 shares

    0.1% of the 13F portfolio, value $11,202,368.

    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 570,665 shares
    Change vs previous 13F +9,264 shares

    0.14% of the 13F portfolio, value $13,410,623.

    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 561,401 shares
    Change vs previous 13F +73,935 shares

    0.14% of the 13F portfolio, value $12,294,684.

    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 487,466 shares
    Change vs previous 13F +9,404 shares

    0.12% of the 13F portfolio, value $10,919,236.

    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 478,062 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $10,641,659.

    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).