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Beacon Pointe Advisors, LLC: IEFA position timeline

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

Beacon Pointe Advisors, LLC held 987,420 IEFA 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 987,420 shares
    Change vs previous 13F +109,865 shares

    0.44% of the 13F portfolio, value $95,365,031.

    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 877,555 shares
    Change vs previous 13F +263,367 shares

    0.42% of the 13F portfolio, value $79,445,099.

    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 614,188 shares
    Change vs previous 13F +52,132 shares

    0.39% of the 13F portfolio, value $54,945,263.

    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 562,056 shares
    Change vs previous 13F +69,627 shares

    0.42% of the 13F portfolio, value $49,073,119.

    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 492,429 shares
    Change vs previous 13F +8,328 shares

    0.43% of the 13F portfolio, value $41,107,993.

    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 484,101 shares
    Change vs previous 13F -14,118 shares

    0.41% of the 13F portfolio, value $36,622,224.

    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 498,219 shares
    Change vs previous 13F -1,036 shares

    0.39% of the 13F portfolio, value $35,014,810.

    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 499,255 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $38,966,819.

    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).