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Beacon Pointe Advisors, LLC: IBM position timeline

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

Beacon Pointe Advisors, LLC held 188,254 IBM 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 188,254 shares
    Change vs previous 13F -38,283 shares

    0.25% of the 13F portfolio, value $52,938,998.

    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 226,537 shares
    Change vs previous 13F +22,608 shares

    0.29% of the 13F portfolio, value $54,910,355.

    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 203,929 shares
    Change vs previous 13F +8,413 shares

    0.42% of the 13F portfolio, value $60,405,924.

    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 195,516 shares
    Change vs previous 13F -12,486 shares

    0.47% of the 13F portfolio, value $55,166,662.

    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 208,002 shares
    Change vs previous 13F -4,632 shares

    0.64% of the 13F portfolio, value $61,314,934.

    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 212,634 shares
    Change vs previous 13F +253 shares

    0.59% of the 13F portfolio, value $52,873,665.

    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 212,381 shares
    Change vs previous 13F -4,603 shares

    0.52% of the 13F portfolio, value $46,687,638.

    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 216,984 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $47,970,796.

    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).