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Beacon Pointe Advisors, LLC: NEAR position timeline

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

Beacon Pointe Advisors, LLC held 63,514 NEAR 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 63,514 shares
    Change vs previous 13F +11,820 shares

    0.01% of the 13F portfolio, value $3,217,632.

    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 51,694 shares
    Change vs previous 13F +8,375 shares

    0.01% of the 13F portfolio, value $2,627,888.

    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 43,319 shares
    Change vs previous 13F +27,249 shares

    0.02% of the 13F portfolio, value $2,213,613.

    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 16,070 shares
    Change vs previous 13F +11,501 shares

    0.01% of the 13F portfolio, value $824,078.

    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 4,569 shares
    Change vs previous 13F -2,964 shares

    <0.01% of the 13F portfolio, value $233,470.

    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 7,533 shares
    Change vs previous 13F +3,229 shares

    <0.01% of the 13F portfolio, value $383,228.

    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 4,304 shares
    Change vs previous 13F +49 shares

    <0.01% of the 13F portfolio, value $217,328.

    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 4,255 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $218,001.

    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).