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Beacon Pointe Advisors, LLC: IUS position timeline

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

Beacon Pointe Advisors, LLC held 221,390 IUS 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 221,390 shares
    Change vs previous 13F +14,742 shares

    0.07% of the 13F portfolio, value $14,518,778.

    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 206,648 shares
    Change vs previous 13F +27,258 shares

    0.06% of the 13F portfolio, value $11,967,786.

    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 179,390 shares
    Change vs previous 13F +27,510 shares

    0.07% of the 13F portfolio, value $10,254,008.

    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 151,880 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $8,385,322.

    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).