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Beacon Pointe Advisors, LLC: IBDW position timeline

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

Beacon Pointe Advisors, LLC held 164,663 IBDW 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 164,663 shares
    Change vs previous 13F +10,959 shares

    0.02% of the 13F portfolio, value $3,431,574.

    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 153,704 shares
    Change vs previous 13F +21,596 shares

    0.02% of the 13F portfolio, value $3,217,034.

    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 132,108 shares
    Change vs previous 13F +270 shares

    0.02% of the 13F portfolio, value $2,794,080.

    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 131,838 shares
    Change vs previous 13F +4,301 shares

    0.02% of the 13F portfolio, value $2,797,600.

    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 127,537 shares
    Change vs previous 13F +300 shares

    0.03% of the 13F portfolio, value $2,683,385.

    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 127,237 shares
    Change vs previous 13F +21,042 shares

    0.03% of the 13F portfolio, value $2,640,162.

    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 106,195 shares
    Change vs previous 13F +10,064 shares

    0.02% of the 13F portfolio, value $2,161,063.

    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 96,131 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,039,890.

    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).