Skip to content
Disclosery

Beacon Pointe Advisors, LLC: ISD position timeline

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

Beacon Pointe Advisors, LLC held 28,138 ISD 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 28,138 shares
    Change vs previous 13F +1,575 shares

    <0.01% of the 13F portfolio, value $367,487.

    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 26,563 shares
    Change vs previous 13F +3,991 shares

    <0.01% of the 13F portfolio, value $349,573.

    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 22,572 shares
    Change vs previous 13F +618 shares

    <0.01% of the 13F portfolio, value $326,612.

    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 21,954 shares
    Change vs previous 13F +7,182 shares

    <0.01% of the 13F portfolio, value $315,698.

    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 14,772 shares
    Change vs previous 13F +3,010 shares

    <0.01% of the 13F portfolio, value $209,319.

    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 11,762 shares
    Change vs previous 13F +1,000 shares

    <0.01% of the 13F portfolio, value $167,609.

    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 10,762 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $147,224.

    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).