Skip to content
Disclosery

Beacon Pointe Advisors, LLC: IFN position timeline

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

Beacon Pointe Advisors, LLC held 23,969 IFN 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 23,969 shares
    Change vs previous 13F -1,001 shares

    <0.01% of the 13F portfolio, value $281,634.

    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 24,970 shares
    Change vs previous 13F +1,457 shares

    <0.01% of the 13F portfolio, value $282,664.

    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 23,513 shares
    Change vs previous 13F -1,131 shares

    <0.01% of the 13F portfolio, value $322,365.

    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 24,644 shares
    Change vs previous 13F +6,246 shares

    <0.01% of the 13F portfolio, value $361,037.

    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 18,398 shares
    Change vs previous 13F -732 shares

    <0.01% of the 13F portfolio, value $304,115.

    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 19,130 shares
    Change vs previous 13F -1,280 shares

    <0.01% of the 13F portfolio, value $301,684.

    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 20,410 shares
    Change vs previous 13F +5,733 shares

    <0.01% of the 13F portfolio, value $321,455.

    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 14,677 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $279,154.

    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).