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Beacon Pointe Advisors, LLC: LMBS position timeline

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

Beacon Pointe Advisors, LLC held 9,990 LMBS 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 9,990 shares
    Change vs previous 13F -1,043 shares

    <0.01% of the 13F portfolio, value $497,303.

    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 11,033 shares
    Change vs previous 13F -916 shares

    <0.01% of the 13F portfolio, value $549,554.

    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 11,949 shares
    Change vs previous 13F -51 shares

    <0.01% of the 13F portfolio, value $597,331.

    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 12,000 shares
    Change vs previous 13F +734 shares

    0.01% of the 13F portfolio, value $597,480.

    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 11,266 shares
    Change vs previous 13F -722 shares

    0.01% of the 13F portfolio, value $554,963.

    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 11,988 shares
    Change vs previous 13F -264 shares

    0.01% of the 13F portfolio, value $589,330.

    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 12,252 shares
    Change vs previous 13F -683 shares

    0.01% of the 13F portfolio, value $596,305.

    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 12,935 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $639,118.

    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).