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Beacon Pointe Advisors, LLC: IUSG position timeline

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

Beacon Pointe Advisors, LLC held 56,955 IUSG 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 56,955 shares
    Change vs previous 13F +4,147 shares

    0.05% of the 13F portfolio, value $10,712,606.

    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 52,808 shares
    Change vs previous 13F +22,189 shares

    0.04% of the 13F portfolio, value $8,190,992.

    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 30,619 shares
    Change vs previous 13F +11,562 shares

    0.04% of the 13F portfolio, value $5,142,134.

    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 19,057 shares
    Change vs previous 13F -1,967 shares

    0.03% of the 13F portfolio, value $3,135,692.

    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 21,024 shares
    Change vs previous 13F +1,634 shares

    0.03% of the 13F portfolio, value $3,162,034.

    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 19,390 shares
    Change vs previous 13F +1,454 shares

    0.03% of the 13F portfolio, value $2,464,027.

    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 17,936 shares
    Change vs previous 13F -876 shares

    0.03% of the 13F portfolio, value $2,499,437.

    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 18,812 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,481,470.

    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).