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Beacon Pointe Advisors, LLC: IDEV position timeline

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

Beacon Pointe Advisors, LLC held 979,686 IDEV 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 979,686 shares
    Change vs previous 13F -301,340 shares

    0.41% of the 13F portfolio, value $87,201,839.

    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 1,281,026 shares
    Change vs previous 13F +1,155,230 shares

    0.57% of the 13F portfolio, value $107,055,352.

    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 125,796 shares
    Change vs previous 13F +65,429 shares

    0.07% of the 13F portfolio, value $10,375,624.

    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 60,367 shares
    Change vs previous 13F +23,089 shares

    0.04% of the 13F portfolio, value $4,839,594.

    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 37,278 shares
    Change vs previous 13F -4,488 shares

    0.03% of the 13F portfolio, value $2,834,584.

    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 41,766 shares
    Change vs previous 13F -784 shares

    0.03% of the 13F portfolio, value $2,877,236.

    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 42,550 shares
    Change vs previous 13F -3,354 shares

    0.03% of the 13F portfolio, value $2,743,177.

    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 45,904 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,251,371.

    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).