Skip to content
Disclosery

Beacon Pointe Advisors, LLC: PAAS position timeline

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

Beacon Pointe Advisors, LLC held 103,622 PAAS 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 103,622 shares
    Change vs previous 13F -15,245 shares

    0.02% of the 13F portfolio, value $4,641,219.

    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 118,867 shares
    Change vs previous 13F +26,106 shares

    0.03% of the 13F portfolio, value $6,493,698.

    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 92,761 shares
    Change vs previous 13F -11,651 shares

    0.03% of the 13F portfolio, value $4,805,939.

    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 104,412 shares
    Change vs previous 13F -20,240 shares

    0.03% of the 13F portfolio, value $4,043,871.

    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 124,652 shares
    Change vs previous 13F -10,242 shares

    0.04% of the 13F portfolio, value $3,540,117.

    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 134,894 shares
    Change vs previous 13F -13,239 shares

    0.04% of the 13F portfolio, value $3,484,312.

    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 148,133 shares
    Change vs previous 13F -10,561 shares

    0.03% of the 13F portfolio, value $2,995,249.

    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 158,694 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,311,944.

    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).