Skip to content
Disclosery

Beacon Pointe Advisors, LLC: IBMO position timeline

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

Beacon Pointe Advisors, LLC held 135,041 IBMO 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 135,041 shares
    Change vs previous 13F -5,411 shares

    0.02% of the 13F portfolio, value $3,462,454.

    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 140,452 shares
    Change vs previous 13F +4,631 shares

    0.02% of the 13F portfolio, value $3,599,793.

    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 135,821 shares
    Change vs previous 13F -3,293 shares

    0.02% of the 13F portfolio, value $3,482,034.

    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 139,114 shares
    Change vs previous 13F +90,255 shares

    0.03% of the 13F portfolio, value $3,569,657.

    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 48,859 shares
    Change vs previous 13F -4,524 shares

    0.01% of the 13F portfolio, value $1,251,903.

    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 53,383 shares
    Change vs previous 13F -3,219 shares

    0.02% of the 13F portfolio, value $1,364,470.

    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 56,602 shares
    Change vs previous 13F +1,641 shares

    0.02% of the 13F portfolio, value $1,441,083.

    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 54,961 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,410,022.

    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).