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Beacon Pointe Advisors, LLC: NULG position timeline

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

Beacon Pointe Advisors, LLC held 176,794 NULG 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 176,794 shares
    Change vs previous 13F +21,343 shares

    0.1% of the 13F portfolio, value $20,695,529.

    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 155,451 shares
    Change vs previous 13F +25,904 shares

    0.07% of the 13F portfolio, value $14,136,723.

    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 129,547 shares
    Change vs previous 13F +8,696 shares

    0.09% of the 13F portfolio, value $12,669,736.

    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 120,851 shares
    Change vs previous 13F +37,669 shares

    0.1% of the 13F portfolio, value $12,018,592.

    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 83,182 shares
    Change vs previous 13F +5,859 shares

    0.08% of the 13F portfolio, value $7,814,988.

    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 77,323 shares
    Change vs previous 13F +4,252 shares

    0.07% of the 13F portfolio, value $6,052,805.

    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 73,071 shares
    Change vs previous 13F +3,263 shares

    0.07% of the 13F portfolio, value $6,272,377.

    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 69,808 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,768,230.

    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).