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Beacon Pointe Advisors, LLC: IXUS position timeline

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

Beacon Pointe Advisors, LLC held 83,606 IXUS 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 83,606 shares
    Change vs previous 13F +7,050 shares

    0.04% of the 13F portfolio, value $7,979,403.

    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 76,556 shares
    Change vs previous 13F +43,820 shares

    0.04% of the 13F portfolio, value $6,632,851.

    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 32,736 shares
    Change vs previous 13F +15,000 shares

    0.02% of the 13F portfolio, value $2,770,801.

    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 17,736 shares
    Change vs previous 13F -41,157 shares

    0.01% of the 13F portfolio, value $1,464,637.

    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 58,893 shares
    Change vs previous 13F -898 shares

    0.05% of the 13F portfolio, value $4,552,993.

    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 59,791 shares
    Change vs previous 13F +375 shares

    0.05% of the 13F portfolio, value $4,174,003.

    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 59,416 shares
    Change vs previous 13F -681 shares

    0.04% of the 13F portfolio, value $3,929,764.

    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 60,097 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,364,830.

    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).