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Beacon Pointe Advisors, LLC: IBDV position timeline

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

Beacon Pointe Advisors, LLC held 196,779 IBDV 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 196,779 shares
    Change vs previous 13F +11,993 shares

    0.02% of the 13F portfolio, value $4,289,794.

    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 184,786 shares
    Change vs previous 13F +35,172 shares

    0.02% of the 13F portfolio, value $4,044,967.

    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 149,614 shares
    Change vs previous 13F +8,844 shares

    0.02% of the 13F portfolio, value $3,301,971.

    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 140,770 shares
    Change vs previous 13F -3,008 shares

    0.03% of the 13F portfolio, value $3,118,045.

    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 143,778 shares
    Change vs previous 13F +1,435 shares

    0.03% of the 13F portfolio, value $3,160,251.

    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 142,343 shares
    Change vs previous 13F +16,095 shares

    0.03% of the 13F portfolio, value $3,091,683.

    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 126,248 shares
    Change vs previous 13F +12,262 shares

    0.03% of the 13F portfolio, value $2,696,658.

    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 113,986 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,527,073.

    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).