Beacon Pointe Advisors, LLC: OMC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Pointe Advisors, LLC on OMC, newest first. How the timeline and the estimate are built.
Beacon Pointe Advisors, LLC held 5,846 OMC shares at 2026-06-30 per its 13F-HR filed 2026-08-18.
the latest 13F is the newest step
- period ended2026-06-3013F 5,846 sharesChange vs previous 13F -400 shares
<0.01% of the 13F portfolio, value $425,910.
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 6,246 sharesChange vs previous 13F +572 shares
<0.01% of the 13F portfolio, value $470,405.
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 5,674 sharesChange vs previous 13F +5,674 shares
<0.01% of the 13F portfolio, value $458,158.
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 ended2025-03-3113F 0 sharesChange vs previous 13F -36,458 shares
13F-HR 0001941040-25-000288 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).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 36,458 sharesChange vs previous 13F -5,866 shares
0.03% of the 13F portfolio, value $3,136,846.
13F-HR 0001941040-25-000169 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 ended2024-09-3013F 42,324 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $4,375,836.
13F-HR 0001941040-24-000522 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).