Skip to content
Disclosery

Beacon Pointe Advisors, LLC: HTGC position timeline

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

Beacon Pointe Advisors, LLC held 66,395 HTGC 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 66,395 shares
    Change vs previous 13F -130 shares

    <0.01% of the 13F portfolio, value $1,047,050.

    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 66,525 shares
    Change vs previous 13F +24,078 shares

    0.01% of the 13F portfolio, value $982,575.

    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 42,447 shares
    Change vs previous 13F +9,750 shares

    0.01% of the 13F portfolio, value $798,853.

    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 32,697 shares
    Change vs previous 13F +980 shares

    0.01% of the 13F portfolio, value $618,301.

    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 31,717 shares
    Change vs previous 13F +17,668 shares

    0.01% of the 13F portfolio, value $579,787.

    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 14,049 shares
    Change vs previous 13F -3,062 shares

    <0.01% of the 13F portfolio, value $269,881.

    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 17,111 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $343,752.

    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 17,111 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $336,052.

    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).