Beacon Pointe Advisors, LLC: NE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Pointe Advisors, LLC on NE, newest first. How the timeline and the estimate are built.
Beacon Pointe Advisors, LLC held 69,139 NE shares at 2026-06-30 per its 13F-HR filed 2026-08-18.
the latest 13F is the newest step
- period ended2026-06-3013F 69,139 sharesChange vs previous 13F -7,820 shares
0.01% of the 13F portfolio, value $2,578,885.
13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 76,959 sharesChange vs previous 13F +12,878 shares
0.02% of the 13F portfolio, value $3,776,379.
13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 64,081 sharesChange vs previous 13F +2,021 shares
0.01% of the 13F portfolio, value $1,809,648.
13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 62,060 sharesChange vs previous 13F +24,230 shares
0.01% of the 13F portfolio, value $1,755,057.
13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 37,830 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $1,004,387.
13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).