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Beacon Pointe Advisors, LLC: MUB position timeline

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

Beacon Pointe Advisors, LLC held 778,307 MUB 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 778,307 shares
    Change vs previous 13F +22,229 shares

    0.39% of the 13F portfolio, value $83,761,394.

    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 756,078 shares
    Change vs previous 13F +122,299 shares

    0.43% of the 13F portfolio, value $80,257,673.

    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 633,779 shares
    Change vs previous 13F +46,833 shares

    0.48% of the 13F portfolio, value $67,884,018.

    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 586,946 shares
    Change vs previous 13F -35,514 shares

    0.53% of the 13F portfolio, value $62,503,850.

    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 622,460 shares
    Change vs previous 13F -28,114 shares

    0.68% of the 13F portfolio, value $65,034,624.

    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 650,574 shares
    Change vs previous 13F +105,238 shares

    0.77% of the 13F portfolio, value $68,596,491.

    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 545,336 shares
    Change vs previous 13F -3,336 shares

    0.64% of the 13F portfolio, value $58,105,581.

    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 548,672 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $59,602,259.

    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).