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Beacon Pointe Advisors, LLC: MUNI position timeline

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

Beacon Pointe Advisors, LLC held 226,889 MUNI 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 226,889 shares
    Change vs previous 13F +25,620 shares

    0.06% of the 13F portfolio, value $11,934,350.

    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 201,269 shares
    Change vs previous 13F +16,124 shares

    0.06% of the 13F portfolio, value $10,504,243.

    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 185,145 shares
    Change vs previous 13F +2,245 shares

    0.07% of the 13F portfolio, value $9,703,450.

    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 182,900 shares
    Change vs previous 13F +11,507 shares

    0.08% of the 13F portfolio, value $9,562,033.

    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 171,393 shares
    Change vs previous 13F +158,691 shares

    0.09% of the 13F portfolio, value $8,802,766.

    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 12,702 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $654,788.

    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).