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Beacon Pointe Advisors, LLC: IBMR position timeline

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

Beacon Pointe Advisors, LLC held 43,157 IBMR 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 43,157 shares
    Change vs previous 13F +428 shares

    0.01% of the 13F portfolio, value $1,095,767.

    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 42,729 shares
    Change vs previous 13F +13,720 shares

    0.01% of the 13F portfolio, value $1,083,185.

    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 29,009 shares
    Change vs previous 13F -1,832 shares

    0.01% of the 13F portfolio, value $737,696.

    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 30,841 shares
    Change vs previous 13F +14,008 shares

    0.01% of the 13F portfolio, value $787,367.

    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 16,833 shares
    Change vs previous 13F +91 shares

    <0.01% of the 13F portfolio, value $424,684.

    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 16,742 shares
    Change vs previous 13F +5,039 shares

    <0.01% of the 13F portfolio, value $419,217.

    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 11,703 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $292,352.

    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).