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Beacon Pointe Advisors, LLC: MSFT position timeline

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

Beacon Pointe Advisors, LLC held 874,315 MSFT 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 874,315 shares
    Change vs previous 13F -16,747 shares

    1.52% of the 13F portfolio, value $326,137,062.

    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 891,062 shares
    Change vs previous 13F +215,407 shares

    1.75% of the 13F portfolio, value $329,844,323.

    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 675,655 shares
    Change vs previous 13F +41,887 shares

    2.3% of the 13F portfolio, value $326,760,304.

    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 633,768 shares
    Change vs previous 13F +80,328 shares

    2.79% of the 13F portfolio, value $328,260,159.

    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 553,440 shares
    Change vs previous 13F -6,139 shares

    2.88% of the 13F portfolio, value $275,286,590.

    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 559,579 shares
    Change vs previous 13F +8,405 shares

    2.36% of the 13F portfolio, value $210,060,348.

    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 551,174 shares
    Change vs previous 13F -15,289 shares

    2.58% of the 13F portfolio, value $232,319,852.

    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 566,463 shares
    Change vs previous 13F not available

    2.81% of the 13F portfolio, value $243,749,173.

    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).