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Beacon Pointe Advisors, LLC: IBDR position timeline

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

Beacon Pointe Advisors, LLC held 574,362 IBDR 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 574,362 shares
    Change vs previous 13F -12,901 shares

    0.06% of the 13F portfolio, value $13,916,800.

    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 587,263 shares
    Change vs previous 13F +43,427 shares

    0.08% of the 13F portfolio, value $14,235,246.

    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 543,836 shares
    Change vs previous 13F +42,305 shares

    0.09% of the 13F portfolio, value $13,177,138.

    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 501,531 shares
    Change vs previous 13F +32,740 shares

    0.1% of the 13F portfolio, value $12,187,205.

    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 468,791 shares
    Change vs previous 13F +9,301 shares

    0.12% of the 13F portfolio, value $11,368,181.

    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 459,490 shares
    Change vs previous 13F +7,268 shares

    0.13% of the 13F portfolio, value $11,124,259.

    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 452,222 shares
    Change vs previous 13F +43,762 shares

    0.12% of the 13F portfolio, value $10,884,979.

    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 408,460 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $9,925,580.

    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).