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Beacon Pointe Advisors, LLC: META position timeline

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

Beacon Pointe Advisors, LLC held 186,949 META 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 186,949 shares
    Change vs previous 13F -85,009 shares

    0.49% of the 13F portfolio, value $105,306,396.

    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 271,958 shares
    Change vs previous 13F +156,057 shares

    0.83% of the 13F portfolio, value $155,595,591.

    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 115,901 shares
    Change vs previous 13F -3,361 shares

    0.54% of the 13F portfolio, value $76,505,319.

    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 119,262 shares
    Change vs previous 13F -12,440 shares

    0.74% of the 13F portfolio, value $87,583,907.

    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 131,702 shares
    Change vs previous 13F +11,432 shares

    1.02% of the 13F portfolio, value $97,207,821.

    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 120,270 shares
    Change vs previous 13F -6,735 shares

    0.78% of the 13F portfolio, value $69,318,752.

    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 127,005 shares
    Change vs previous 13F -7,643 shares

    0.82% of the 13F portfolio, value $74,362,761.

    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 134,648 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $77,078,107.

    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).