Beacon Pointe Advisors, LLC: IOCT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Pointe Advisors, LLC on IOCT, newest first. How the timeline and the estimate are built.
Beacon Pointe Advisors, LLC held 13,401 IOCT shares at 2026-06-30 per its 13F-HR filed 2026-08-18.
the latest 13F is the newest step
- period ended2026-06-3013F 13,401 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $495,703.
13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 13,401 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $469,706.
13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 13,401 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $467,159.
13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).