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Beacon Pointe Advisors, LLC: LII position timeline

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

Beacon Pointe Advisors, LLC held 417,517 LII 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 417,517 shares
    Change vs previous 13F +95 shares

    1.11% of the 13F portfolio, value $239,216,561.

    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 417,422 shares
    Change vs previous 13F -542 shares

    1.03% of the 13F portfolio, value $193,738,085.

    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 417,964 shares
    Change vs previous 13F -678 shares

    1.43% of the 13F portfolio, value $202,954,966.

    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 418,642 shares
    Change vs previous 13F -3,312 shares

    1.88% of the 13F portfolio, value $221,612,334.

    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 421,954 shares
    Change vs previous 13F -3,047 shares

    2.53% of the 13F portfolio, value $241,880,913.

    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 425,001 shares
    Change vs previous 13F -10,547 shares

    2.68% of the 13F portfolio, value $238,353,311.

    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 435,548 shares
    Change vs previous 13F not available

    2.94% of the 13F portfolio, value $265,379,396.

    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).