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Beacon Pointe Advisors, LLC: IBDU position timeline

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

Beacon Pointe Advisors, LLC held 279,053 IBDU 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 279,053 shares
    Change vs previous 13F +11,763 shares

    0.03% of the 13F portfolio, value $6,462,858.

    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 267,290 shares
    Change vs previous 13F +37,545 shares

    0.03% of the 13F portfolio, value $6,217,161.

    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 229,745 shares
    Change vs previous 13F +39,520 shares

    0.04% of the 13F portfolio, value $5,377,189.

    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 190,225 shares
    Change vs previous 13F +1,235 shares

    0.04% of the 13F portfolio, value $4,464,572.

    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 188,990 shares
    Change vs previous 13F +4,769 shares

    0.05% of the 13F portfolio, value $4,409,126.

    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 184,221 shares
    Change vs previous 13F +22,297 shares

    0.05% of the 13F portfolio, value $4,261,030.

    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 161,924 shares
    Change vs previous 13F +23,518 shares

    0.04% of the 13F portfolio, value $3,691,862.

    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 138,406 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,253,924.

    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).