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Beacon Pointe Advisors, LLC: ISCF position timeline

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

Beacon Pointe Advisors, LLC held 145,343 ISCF 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 145,343 shares
    Change vs previous 13F -3,205 shares

    0.03% of the 13F portfolio, value $6,291,890.

    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 148,548 shares
    Change vs previous 13F +39,885 shares

    0.03% of the 13F portfolio, value $6,207,810.

    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 108,663 shares
    Change vs previous 13F -3,786 shares

    0.03% of the 13F portfolio, value $4,507,330.

    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 112,449 shares
    Change vs previous 13F -37,061 shares

    0.04% of the 13F portfolio, value $4,624,472.

    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 149,510 shares
    Change vs previous 13F -35,841 shares

    0.06% of the 13F portfolio, value $5,796,504.

    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 185,351 shares
    Change vs previous 13F -14,077 shares

    0.07% of the 13F portfolio, value $6,242,720.

    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 199,428 shares
    Change vs previous 13F -23,391 shares

    0.07% of the 13F portfolio, value $6,437,541.

    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 222,819 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,854,362.

    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).