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Beacon Pointe Advisors, LLC: ITOT position timeline

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

Beacon Pointe Advisors, LLC held 337,983 ITOT 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 337,983 shares
    Change vs previous 13F +6,221 shares

    0.26% of the 13F portfolio, value $55,520,407.

    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 331,762 shares
    Change vs previous 13F +162,823 shares

    0.25% of the 13F portfolio, value $47,252,807.

    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 168,939 shares
    Change vs previous 13F +16,982 shares

    0.18% of the 13F portfolio, value $25,119,547.

    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 151,957 shares
    Change vs previous 13F -69,999 shares

    0.19% of the 13F portfolio, value $22,132,478.

    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 221,956 shares
    Change vs previous 13F -6,792 shares

    0.31% of the 13F portfolio, value $29,972,952.

    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 228,748 shares
    Change vs previous 13F +1,704 shares

    0.31% of the 13F portfolio, value $27,909,583.

    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 227,044 shares
    Change vs previous 13F +5,307 shares

    0.32% of the 13F portfolio, value $29,202,350.

    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 221,737 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $27,854,566.

    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).