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Beacon Pointe Advisors, LLC: IJR position timeline

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

Beacon Pointe Advisors, LLC held 854,136 IJR 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 854,136 shares
    Change vs previous 13F -34,027 shares

    0.59% of the 13F portfolio, value $126,676,915.

    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 888,163 shares
    Change vs previous 13F +709,130 shares

    0.59% of the 13F portfolio, value $110,407,564.

    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 179,033 shares
    Change vs previous 13F +32,793 shares

    0.15% of the 13F portfolio, value $21,516,188.

    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 146,240 shares
    Change vs previous 13F +2,803 shares

    0.15% of the 13F portfolio, value $17,377,704.

    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 143,437 shares
    Change vs previous 13F -7,014 shares

    0.16% of the 13F portfolio, value $15,676,219.

    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 150,451 shares
    Change vs previous 13F -2,010 shares

    0.18% of the 13F portfolio, value $15,732,708.

    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 152,461 shares
    Change vs previous 13F +2,644 shares

    0.19% of the 13F portfolio, value $17,566,542.

    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 149,817 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $17,522,556.

    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).