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Beacon Pointe Advisors, LLC: MAR position timeline

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

Beacon Pointe Advisors, LLC held 28,657 MAR 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 28,657 shares
    Change vs previous 13F -1,691 shares

    0.05% of the 13F portfolio, value $10,619,288.

    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 30,348 shares
    Change vs previous 13F +14,750 shares

    0.05% of the 13F portfolio, value $9,925,900.

    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 15,598 shares
    Change vs previous 13F +2,281 shares

    0.03% of the 13F portfolio, value $4,839,034.

    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 13,317 shares
    Change vs previous 13F -11,156 shares

    0.03% of the 13F portfolio, value $3,468,151.

    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 24,473 shares
    Change vs previous 13F -724 shares

    0.07% of the 13F portfolio, value $6,686,354.

    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 25,197 shares
    Change vs previous 13F -509 shares

    0.07% of the 13F portfolio, value $6,001,846.

    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 25,706 shares
    Change vs previous 13F -1,211 shares

    0.08% of the 13F portfolio, value $7,170,420.

    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 26,917 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,691,658.

    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).