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Beacon Pointe Advisors, LLC: JCPB position timeline

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

Beacon Pointe Advisors, LLC held 304,307 JCPB 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 304,307 shares
    Change vs previous 13F +247,335 shares

    0.07% of the 13F portfolio, value $14,284,158.

    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 56,972 shares
    Change vs previous 13F +11,916 shares

    0.01% of the 13F portfolio, value $2,682,253.

    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 45,056 shares
    Change vs previous 13F +9,249 shares

    0.01% of the 13F portfolio, value $2,133,391.

    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 35,807 shares
    Change vs previous 13F +7,122 shares

    0.01% of the 13F portfolio, value $1,702,625.

    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 28,685 shares
    Change vs previous 13F -515 shares

    0.01% of the 13F portfolio, value $1,349,931.

    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 29,200 shares
    Change vs previous 13F -4,787 shares

    0.02% of the 13F portfolio, value $1,373,549.

    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 33,987 shares
    Change vs previous 13F +8,287 shares

    0.02% of the 13F portfolio, value $1,565,794.

    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 25,700 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,239,768.

    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).