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Beacon Pointe Advisors, LLC: LQD position timeline

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

Beacon Pointe Advisors, LLC held 110,145 LQD 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 110,145 shares
    Change vs previous 13F +5,045 shares

    0.06% of the 13F portfolio, value $12,013,548.

    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 105,100 shares
    Change vs previous 13F +11,643 shares

    0.06% of the 13F portfolio, value $11,454,876.

    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 93,457 shares
    Change vs previous 13F +50,580 shares

    0.07% of the 13F portfolio, value $10,298,013.

    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 42,877 shares
    Change vs previous 13F +5,063 shares

    0.04% of the 13F portfolio, value $4,779,550.

    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 37,814 shares
    Change vs previous 13F -859 shares

    0.04% of the 13F portfolio, value $4,144,827.

    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 38,673 shares
    Change vs previous 13F +8,074 shares

    0.05% of the 13F portfolio, value $4,203,383.

    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 30,599 shares
    Change vs previous 13F -7,682 shares

    0.04% of the 13F portfolio, value $3,269,243.

    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 38,281 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,325,010.

    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).