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Beacon Pointe Advisors, LLC: OTEX position timeline

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

Beacon Pointe Advisors, LLC held 69,435 OTEX 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 69,435 shares
    Change vs previous 13F +5,963 shares

    0.01% of the 13F portfolio, value $1,537,987.

    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 63,472 shares
    Change vs previous 13F -2,143 shares

    0.01% of the 13F portfolio, value $1,411,618.

    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 65,615 shares
    Change vs previous 13F +6 shares

    0.02% of the 13F portfolio, value $2,137,737.

    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 65,609 shares
    Change vs previous 13F +7,910 shares

    0.02% of the 13F portfolio, value $2,452,465.

    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 57,699 shares
    Change vs previous 13F +13,051 shares

    0.02% of the 13F portfolio, value $1,684,811.

    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 44,648 shares
    Change vs previous 13F +30,806 shares

    0.01% of the 13F portfolio, value $1,127,808.

    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 13,842 shares
    Change vs previous 13F +6,506 shares

    <0.01% of the 13F portfolio, value $392,005.

    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 7,336 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $244,142.

    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).