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Beacon Pointe Advisors, LLC: O position timeline

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

Beacon Pointe Advisors, LLC held 51,366 O 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 51,366 shares
    Change vs previous 13F -9,310 shares

    0.01% of the 13F portfolio, value $3,182,663.

    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 60,676 shares
    Change vs previous 13F +14,405 shares

    0.02% of the 13F portfolio, value $3,712,160.

    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 46,271 shares
    Change vs previous 13F +1,471 shares

    0.02% of the 13F portfolio, value $2,608,301.

    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 44,800 shares
    Change vs previous 13F -9,733 shares

    0.02% of the 13F portfolio, value $2,723,368.

    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 54,533 shares
    Change vs previous 13F +5,416 shares

    0.03% of the 13F portfolio, value $3,141,668.

    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 49,117 shares
    Change vs previous 13F +15,178 shares

    0.03% of the 13F portfolio, value $2,849,260.

    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 33,939 shares
    Change vs previous 13F +179 shares

    0.02% of the 13F portfolio, value $1,812,661.

    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 33,760 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,141,084.

    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).