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Beacon Pointe Advisors, LLC: IBB position timeline

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

Beacon Pointe Advisors, LLC held 63,297 IBB 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 63,297 shares
    Change vs previous 13F +1,231 shares

    0.06% of the 13F portfolio, value $12,038,493.

    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 62,066 shares
    Change vs previous 13F +10,322 shares

    0.06% of the 13F portfolio, value $10,479,848.

    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 51,744 shares
    Change vs previous 13F +10,545 shares

    0.06% of the 13F portfolio, value $8,732,859.

    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 41,199 shares
    Change vs previous 13F -142 shares

    0.05% of the 13F portfolio, value $5,947,860.

    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 41,341 shares
    Change vs previous 13F -8,734 shares

    0.05% of the 13F portfolio, value $5,230,106.

    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 50,075 shares
    Change vs previous 13F +4,356 shares

    0.07% of the 13F portfolio, value $6,404,532.

    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 45,719 shares
    Change vs previous 13F -7,006 shares

    0.07% of the 13F portfolio, value $6,044,521.

    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 52,725 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,676,773.

    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).