Skip to content

Beacon Pointe Advisors, LLC: MA position timeline

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

Beacon Pointe Advisors, LLC held 72,500 MA 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 72,500 shares
    Change vs previous 13F -2,352 shares

    0.17% of the 13F portfolio, value $37,234,980.

    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 74,852 shares
    Change vs previous 13F +19,158 shares

    0.2% of the 13F portfolio, value $37,400,490.

    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 55,694 shares
    Change vs previous 13F +12,909 shares

    0.22% of the 13F portfolio, value $31,794,599.

    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 42,785 shares
    Change vs previous 13F -2,404 shares

    0.21% of the 13F portfolio, value $24,336,746.

    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 45,189 shares
    Change vs previous 13F -1,969 shares

    0.27% of the 13F portfolio, value $25,393,486.

    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 47,158 shares
    Change vs previous 13F +807 shares

    0.29% of the 13F portfolio, value $25,848,339.

    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 46,351 shares
    Change vs previous 13F -8,414 shares

    0.27% of the 13F portfolio, value $24,406,907.

    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 54,765 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $27,042,724.

    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).