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Disclosery

Beacon Pointe Advisors, LLC: IBDY position timeline

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

Beacon Pointe Advisors, LLC held 25,385 IBDY 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 25,385 shares
    Change vs previous 13F -2,428 shares

    <0.01% of the 13F portfolio, value $653,526.

    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 27,813 shares
    Change vs previous 13F -2,481 shares

    <0.01% of the 13F portfolio, value $718,972.

    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 30,294 shares
    Change vs previous 13F +3,719 shares

    0.01% of the 13F portfolio, value $791,880.

    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 26,575 shares
    Change vs previous 13F +4,666 shares

    0.01% of the 13F portfolio, value $697,061.

    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 21,909 shares
    Change vs previous 13F -548 shares

    0.01% of the 13F portfolio, value $567,555.

    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 22,457 shares
    Change vs previous 13F +8,554 shares

    0.01% of the 13F portfolio, value $574,010.

    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 13,903 shares
    Change vs previous 13F +1,843 shares

    <0.01% of the 13F portfolio, value $348,969.

    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 12,060 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $318,379.

    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).