Skip to content
Disclosery

Beacon Pointe Advisors, LLC: HELO position timeline

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

Beacon Pointe Advisors, LLC held 54,656 HELO 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 54,656 shares
    Change vs previous 13F -483 shares

    0.02% of the 13F portfolio, value $3,693,653.

    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 55,139 shares
    Change vs previous 13F -15,844 shares

    0.02% of the 13F portfolio, value $3,523,921.

    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 70,983 shares
    Change vs previous 13F -4,693 shares

    0.03% of the 13F portfolio, value $4,715,371.

    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 75,676 shares
    Change vs previous 13F +4,407 shares

    0.04% of the 13F portfolio, value $4,918,972.

    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 71,269 shares
    Change vs previous 13F +2,564 shares

    0.05% of the 13F portfolio, value $4,460,004.

    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 68,705 shares
    Change vs previous 13F +63,831 shares

    0.05% of the 13F portfolio, value $4,100,326.

    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 4,874 shares
    Change vs previous 13F -2,346 shares

    <0.01% of the 13F portfolio, value $302,399.

    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 7,220 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $441,413.

    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).