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Beacon Pointe Advisors, LLC: IBMP position timeline

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

Beacon Pointe Advisors, LLC held 138,170 IBMP 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 138,170 shares
    Change vs previous 13F +1,229 shares

    0.02% of the 13F portfolio, value $3,512,290.

    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 136,941 shares
    Change vs previous 13F +10,450 shares

    0.02% of the 13F portfolio, value $3,483,768.

    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 126,491 shares
    Change vs previous 13F +309 shares

    0.02% of the 13F portfolio, value $3,211,602.

    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 126,182 shares
    Change vs previous 13F +95,772 shares

    0.03% of the 13F portfolio, value $3,214,496.

    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 30,410 shares
    Change vs previous 13F -3,525 shares

    0.01% of the 13F portfolio, value $770,896.

    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 33,935 shares
    Change vs previous 13F +2,211 shares

    0.01% of the 13F portfolio, value $857,870.

    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 31,724 shares
    Change vs previous 13F +1,486 shares

    0.01% of the 13F portfolio, value $797,542.

    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 30,238 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $769,565.

    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).