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Beacon Pointe Advisors, LLC: HLN position timeline

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

Beacon Pointe Advisors, LLC held 27,933 HLN 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 27,933 shares
    Change vs previous 13F -20,566 shares

    <0.01% of the 13F portfolio, value $260,618.

    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 48,499 shares
    Change vs previous 13F +22,763 shares

    <0.01% of the 13F portfolio, value $485,472.

    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 25,736 shares
    Change vs previous 13F +7,342 shares

    <0.01% of the 13F portfolio, value $260,188.

    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 18,394 shares
    Change vs previous 13F +5,001 shares

    <0.01% of the 13F portfolio, value $164,992.

    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 13,393 shares
    Change vs previous 13F -12,798 shares

    <0.01% of the 13F portfolio, value $138,890.

    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 26,191 shares
    Change vs previous 13F +11,036 shares

    <0.01% of the 13F portfolio, value $269,502.

    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 15,155 shares
    Change vs previous 13F +386 shares

    <0.01% of the 13F portfolio, value $144,576.

    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 14,769 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $156,253.

    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).