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Beacon Pointe Advisors, LLC: IJJ position timeline

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

Beacon Pointe Advisors, LLC held 27,288 IJJ 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 27,288 shares
    Change vs previous 13F -666 shares

    0.02% of the 13F portfolio, value $4,031,188.

    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 27,954 shares
    Change vs previous 13F -962 shares

    0.02% of the 13F portfolio, value $3,703,863.

    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 28,916 shares
    Change vs previous 13F +19,346 shares

    0.03% of the 13F portfolio, value $3,805,071.

    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 9,570 shares
    Change vs previous 13F +1,515 shares

    0.01% of the 13F portfolio, value $1,241,452.

    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 8,055 shares
    Change vs previous 13F -266 shares

    0.01% of the 13F portfolio, value $995,435.

    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 8,321 shares
    Change vs previous 13F -151 shares

    0.01% of the 13F portfolio, value $996,275.

    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 8,472 shares
    Change vs previous 13F +2,997 shares

    0.01% of the 13F portfolio, value $1,058,692.

    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 5,475 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $676,820.

    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).