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Beacon Pointe Advisors, LLC: IYG position timeline

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

Beacon Pointe Advisors, LLC held 97,752 IYG 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 97,752 shares
    Change vs previous 13F -3,583 shares

    0.04% of the 13F portfolio, value $8,843,656.

    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 101,335 shares
    Change vs previous 13F +20,703 shares

    0.04% of the 13F portfolio, value $8,394,588.

    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 80,632 shares
    Change vs previous 13F +27,134 shares

    0.05% of the 13F portfolio, value $7,438,292.

    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 53,498 shares
    Change vs previous 13F -11,528 shares

    0.04% of the 13F portfolio, value $4,795,581.

    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 65,026 shares
    Change vs previous 13F -5,087 shares

    0.06% of the 13F portfolio, value $5,566,267.

    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 70,113 shares
    Change vs previous 13F +4,417 shares

    0.06% of the 13F portfolio, value $5,507,357.

    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 65,696 shares
    Change vs previous 13F -4,189 shares

    0.06% of the 13F portfolio, value $5,111,842.

    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 69,885 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,963,244.

    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).