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Beacon Pointe Advisors, LLC: MRSH position timeline

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

Beacon Pointe Advisors, LLC held 18,848 MRSH 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 18,848 shares
    Change vs previous 13F -6,006 shares

    0.01% of the 13F portfolio, value $3,141,479.

    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 24,854 shares
    Change vs previous 13F +11,082 shares

    0.02% of the 13F portfolio, value $4,310,963.

    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 13,772 shares
    Change vs previous 13F -4,461 shares

    0.02% of the 13F portfolio, value $2,555,045.

    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 18,233 shares
    Change vs previous 13F +4,250 shares

    0.03% of the 13F portfolio, value $3,674,511.

    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 13,983 shares
    Change vs previous 13F -86 shares

    0.03% of the 13F portfolio, value $3,057,188.

    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 14,069 shares
    Change vs previous 13F +2,632 shares

    0.04% of the 13F portfolio, value $3,433,241.

    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 11,437 shares
    Change vs previous 13F -2,004 shares

    0.03% of the 13F portfolio, value $2,429,333.

    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 13,441 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,998,625.

    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).