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Beacon Pointe Advisors, LLC: MO position timeline

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

Beacon Pointe Advisors, LLC held 393,180 MO 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 393,180 shares
    Change vs previous 13F +12,935 shares

    0.13% of the 13F portfolio, value $28,289,548.

    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 380,245 shares
    Change vs previous 13F +25,958 shares

    0.13% of the 13F portfolio, value $25,092,628.

    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 354,287 shares
    Change vs previous 13F +35,400 shares

    0.14% of the 13F portfolio, value $20,428,432.

    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 318,887 shares
    Change vs previous 13F +154,715 shares

    0.18% of the 13F portfolio, value $21,065,676.

    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 164,172 shares
    Change vs previous 13F -7,334 shares

    0.1% of the 13F portfolio, value $9,625,394.

    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 171,506 shares
    Change vs previous 13F +2,855 shares

    0.12% of the 13F portfolio, value $10,293,816.

    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 168,651 shares
    Change vs previous 13F -6,444 shares

    0.1% of the 13F portfolio, value $8,818,785.

    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 175,095 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $8,936,870.

    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).