Skip to content
Disclosery

Beacon Pointe Advisors, LLC: JEPQ position timeline

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

Beacon Pointe Advisors, LLC held 199,609 JEPQ 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 199,609 shares
    Change vs previous 13F +33,046 shares

    0.06% of the 13F portfolio, value $12,267,985.

    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 166,563 shares
    Change vs previous 13F +45,169 shares

    0.05% of the 13F portfolio, value $9,247,556.

    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 121,394 shares
    Change vs previous 13F +1,326 shares

    0.05% of the 13F portfolio, value $7,055,434.

    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 120,068 shares
    Change vs previous 13F +20,635 shares

    0.06% of the 13F portfolio, value $6,906,290.

    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 99,433 shares
    Change vs previous 13F +16,992 shares

    0.06% of the 13F portfolio, value $5,409,168.

    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 82,441 shares
    Change vs previous 13F +28,614 shares

    0.05% of the 13F portfolio, value $4,268,796.

    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 53,827 shares
    Change vs previous 13F +4,642 shares

    0.03% of the 13F portfolio, value $3,034,747.

    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 49,185 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,701,717.

    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).