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Beacon Pointe Advisors, LLC: IBDS position timeline

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

Beacon Pointe Advisors, LLC held 499,403 IBDS 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 499,403 shares
    Change vs previous 13F +15,587 shares

    0.06% of the 13F portfolio, value $12,095,550.

    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 483,816 shares
    Change vs previous 13F +46,459 shares

    0.06% of the 13F portfolio, value $11,727,697.

    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 437,357 shares
    Change vs previous 13F +46,113 shares

    0.07% of the 13F portfolio, value $10,619,028.

    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 391,244 shares
    Change vs previous 13F +30,400 shares

    0.08% of the 13F portfolio, value $9,522,880.

    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 360,844 shares
    Change vs previous 13F +8,385 shares

    0.09% of the 13F portfolio, value $8,757,677.

    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 352,459 shares
    Change vs previous 13F +23,892 shares

    0.1% of the 13F portfolio, value $8,522,455.

    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 328,567 shares
    Change vs previous 13F +34,249 shares

    0.09% of the 13F portfolio, value $7,872,476.

    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 294,318 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,172,535.

    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).