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Beacon Pointe Advisors, LLC: IBIT position timeline

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

Beacon Pointe Advisors, LLC held 280,150 IBIT 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 280,150 shares
    Change vs previous 13F +134,901 shares

    0.04% of the 13F portfolio, value $9,326,200.

    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 145,249 shares
    Change vs previous 13F -48,615 shares

    0.03% of the 13F portfolio, value $5,580,466.

    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 193,864 shares
    Change vs previous 13F +130,094 shares

    0.07% of the 13F portfolio, value $9,625,357.

    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 63,770 shares
    Change vs previous 13F +9,999 shares

    0.04% of the 13F portfolio, value $4,145,076.

    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 53,771 shares
    Change vs previous 13F +4,345 shares

    0.03% of the 13F portfolio, value $3,291,338.

    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 49,426 shares
    Change vs previous 13F +14,305 shares

    0.03% of the 13F portfolio, value $2,313,650.

    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 35,121 shares
    Change vs previous 13F +7,278 shares

    0.02% of the 13F portfolio, value $1,863,190.

    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 27,843 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,005,983.

    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).