Skip to content
Disclosery

Beacon Pointe Advisors, LLC: IAPR position timeline

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

Beacon Pointe Advisors, LLC held 12,886 IAPR 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 12,886 shares
    Change vs previous 13F +1,954 shares

    <0.01% of the 13F portfolio, value $427,945.

    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 10,932 shares
    Change vs previous 13F +2,247 shares

    <0.01% of the 13F portfolio, value $346,217.

    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 8,685 shares
    Change vs previous 13F -261 shares

    <0.01% of the 13F portfolio, value $267,846.

    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 8,946 shares
    Change vs previous 13F -2,183 shares

    <0.01% of the 13F portfolio, value $268,997.

    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 11,129 shares
    Change vs previous 13F -417 shares

    <0.01% of the 13F portfolio, value $325,412.

    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 11,546 shares
    Change vs previous 13F -2,000 shares

    <0.01% of the 13F portfolio, value $317,977.

    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 13,546 shares
    Change vs previous 13F -914 shares

    <0.01% of the 13F portfolio, value $361,651.

    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 14,460 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $410,879.

    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).