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Beacon Pointe Advisors, LLC: MTG position timeline

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

Beacon Pointe Advisors, LLC held 14,646 MTG 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 14,646 shares
    Change vs previous 13F +2,003 shares

    <0.01% of the 13F portfolio, value $413,009.

    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 12,643 shares
    Change vs previous 13F +2,109 shares

    <0.01% of the 13F portfolio, value $331,891.

    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 10,534 shares
    Change vs previous 13F +78 shares

    <0.01% of the 13F portfolio, value $307,790.

    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 10,456 shares
    Change vs previous 13F -2,040 shares

    <0.01% of the 13F portfolio, value $296,640.

    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 12,496 shares
    Change vs previous 13F -76 shares

    <0.01% of the 13F portfolio, value $347,879.

    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 12,572 shares
    Change vs previous 13F +56 shares

    <0.01% of the 13F portfolio, value $311,539.

    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 12,516 shares
    Change vs previous 13F +148 shares

    <0.01% of the 13F portfolio, value $296,753.

    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 12,368 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $316,609.

    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).