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Beacon Pointe Advisors, LLC: IBTH position timeline

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

Beacon Pointe Advisors, LLC held 43,383 IBTH 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 43,383 shares
    Change vs previous 13F +13,875 shares

    <0.01% of the 13F portfolio, value $970,485.

    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 29,508 shares
    Change vs previous 13F +2,475 shares

    <0.01% of the 13F portfolio, value $661,862.

    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 27,033 shares
    Change vs previous 13F +1,458 shares

    <0.01% of the 13F portfolio, value $607,440.

    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 25,575 shares
    Change vs previous 13F -2,021 shares

    <0.01% of the 13F portfolio, value $575,942.

    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 27,596 shares
    Change vs previous 13F +1,902 shares

    0.01% of the 13F portfolio, value $620,628.

    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 25,694 shares
    Change vs previous 13F +8,581 shares

    0.01% of the 13F portfolio, value $576,054.

    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 17,113 shares
    Change vs previous 13F +2,256 shares

    <0.01% of the 13F portfolio, value $379,860.

    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 14,857 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $336,281.

    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).