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Beacon Pointe Advisors, LLC: IBHI position timeline

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

Beacon Pointe Advisors, LLC held 69,368 IBHI 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 69,368 shares
    Change vs previous 13F +12,263 shares

    0.01% of the 13F portfolio, value $1,622,512.

    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 57,105 shares
    Change vs previous 13F +8,489 shares

    0.01% of the 13F portfolio, value $1,329,584.

    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 48,616 shares
    Change vs previous 13F +7,414 shares

    0.01% of the 13F portfolio, value $1,148,799.

    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 41,202 shares
    Change vs previous 13F +3,308 shares

    0.01% of the 13F portfolio, value $982,661.

    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 37,894 shares
    Change vs previous 13F -380 shares

    0.01% of the 13F portfolio, value $897,709.

    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 38,274 shares
    Change vs previous 13F +10,665 shares

    0.01% of the 13F portfolio, value $888,720.

    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 27,609 shares
    Change vs previous 13F +5,077 shares

    0.01% of the 13F portfolio, value $647,427.

    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 22,532 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $538,997.

    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).