Skip to content
Disclosery

Beacon Pointe Advisors, LLC: IEO position timeline

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

Beacon Pointe Advisors, LLC held 12,389 IEO 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 12,389 shares
    Change vs previous 13F -4,298 shares

    0.01% of the 13F portfolio, value $1,360,674.

    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 16,687 shares
    Change vs previous 13F +1,155 shares

    0.01% of the 13F portfolio, value $2,084,262.

    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 15,532 shares
    Change vs previous 13F +1,849 shares

    0.01% of the 13F portfolio, value $1,386,369.

    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 13,683 shares
    Change vs previous 13F -4,847 shares

    0.01% of the 13F portfolio, value $1,267,025.

    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 18,530 shares
    Change vs previous 13F -1,238 shares

    0.02% of the 13F portfolio, value $1,641,742.

    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 19,768 shares
    Change vs previous 13F +87 shares

    0.02% of the 13F portfolio, value $1,869,692.

    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 19,681 shares
    Change vs previous 13F +50 shares

    0.02% of the 13F portfolio, value $1,764,014.

    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 19,631 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,795,294.

    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).