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Beacon Pointe Advisors, LLC: HESM position timeline

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

Beacon Pointe Advisors, LLC held 79,334 HESM 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 79,334 shares
    Change vs previous 13F +12,296 shares

    0.01% of the 13F portfolio, value $2,982,959.

    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 67,038 shares
    Change vs previous 13F +12,309 shares

    0.01% of the 13F portfolio, value $2,605,768.

    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 54,729 shares
    Change vs previous 13F -410 shares

    0.01% of the 13F portfolio, value $1,888,151.

    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 55,139 shares
    Change vs previous 13F -12,826 shares

    0.02% of the 13F portfolio, value $1,905,053.

    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 67,965 shares
    Change vs previous 13F +1,999 shares

    0.03% of the 13F portfolio, value $2,617,332.

    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 65,966 shares
    Change vs previous 13F +16,500 shares

    0.03% of the 13F portfolio, value $2,789,702.

    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 49,466 shares
    Change vs previous 13F -3,800 shares

    0.02% of the 13F portfolio, value $1,831,726.

    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 53,266 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,878,692.

    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).