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Beacon Pointe Advisors, LLC: HYG position timeline

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

Beacon Pointe Advisors, LLC held 46,208 HYG 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 46,208 shares
    Change vs previous 13F -1,159 shares

    0.02% of the 13F portfolio, value $3,695,257.

    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 47,367 shares
    Change vs previous 13F +14,550 shares

    0.02% of the 13F portfolio, value $3,768,480.

    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 32,817 shares
    Change vs previous 13F +1,901 shares

    0.02% of the 13F portfolio, value $2,646,050.

    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 30,916 shares
    Change vs previous 13F -19,547 shares

    0.02% of the 13F portfolio, value $2,510,048.

    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 50,463 shares
    Change vs previous 13F -2,170 shares

    0.04% of the 13F portfolio, value $4,069,879.

    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 52,633 shares
    Change vs previous 13F +11,448 shares

    0.05% of the 13F portfolio, value $4,152,251.

    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 41,185 shares
    Change vs previous 13F -28,791 shares

    0.04% of the 13F portfolio, value $3,239,218.

    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 69,976 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,619,073.

    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).