Skip to content

Beacon Pointe Advisors, LLC: NUMV position timeline

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

Beacon Pointe Advisors, LLC held 164,656 NUMV 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 164,656 shares
    Change vs previous 13F -1,169 shares

    0.03% of the 13F portfolio, value $7,160,876.

    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 165,825 shares
    Change vs previous 13F +8,671 shares

    0.03% of the 13F portfolio, value $6,429,023.

    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 157,154 shares
    Change vs previous 13F +6,584 shares

    0.04% of the 13F portfolio, value $6,144,736.

    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 150,570 shares
    Change vs previous 13F +11,299 shares

    0.05% of the 13F portfolio, value $5,825,483.

    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 139,271 shares
    Change vs previous 13F -955 shares

    0.05% of the 13F portfolio, value $5,020,731.

    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 140,226 shares
    Change vs previous 13F -12,897 shares

    0.05% of the 13F portfolio, value $4,797,148.

    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 153,123 shares
    Change vs previous 13F -4,162 shares

    0.06% of the 13F portfolio, value $5,330,229.

    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 157,285 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,794,367.

    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).