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Beacon Pointe Advisors, LLC: ICSH position timeline

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

Beacon Pointe Advisors, LLC held 169,663 ICSH 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 169,663 shares
    Change vs previous 13F -993 shares

    0.04% of the 13F portfolio, value $8,581,579.

    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 170,656 shares
    Change vs previous 13F +56,382 shares

    0.05% of the 13F portfolio, value $8,638,585.

    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 114,274 shares
    Change vs previous 13F +18,797 shares

    0.04% of the 13F portfolio, value $5,779,988.

    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 95,477 shares
    Change vs previous 13F +83,373 shares

    0.04% of the 13F portfolio, value $4,845,436.

    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 12,104 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $613,794.

    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 12,104 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $613,673.

    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 12,104 shares
    Change vs previous 13F +7,080 shares

    0.01% of the 13F portfolio, value $610,405.

    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 5,024 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $254,918.

    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).