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Beacon Pointe Advisors, LLC: ISTB position timeline

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

Beacon Pointe Advisors, LLC held 442,762 ISTB 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 442,762 shares
    Change vs previous 13F -6,768 shares

    0.1% of the 13F portfolio, value $21,363,256.

    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 449,530 shares
    Change vs previous 13F +15,460 shares

    0.12% of the 13F portfolio, value $21,784,212.

    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 434,070 shares
    Change vs previous 13F +22,903 shares

    0.15% of the 13F portfolio, value $21,160,895.

    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 411,167 shares
    Change vs previous 13F +35,523 shares

    0.17% of the 13F portfolio, value $20,081,384.

    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 375,644 shares
    Change vs previous 13F +12,720 shares

    0.19% of the 13F portfolio, value $18,275,081.

    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 362,924 shares
    Change vs previous 13F +20,514 shares

    0.2% of the 13F portfolio, value $17,547,380.

    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 342,410 shares
    Change vs previous 13F -1,905 shares

    0.18% of the 13F portfolio, value $16,356,930.

    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 344,315 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $16,761,259.

    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).