Skip to content
Disclosery

Beacon Pointe Advisors, LLC: PAUG position timeline

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

Beacon Pointe Advisors, LLC held 191,998 PAUG 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 191,998 shares
    Change vs previous 13F +166 shares

    0.04% of the 13F portfolio, value $8,762,767.

    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 191,832 shares
    Change vs previous 13F -1,677 shares

    0.04% of the 13F portfolio, value $8,195,043.

    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 193,509 shares
    Change vs previous 13F +5,874 shares

    0.06% of the 13F portfolio, value $8,369,244.

    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 187,635 shares
    Change vs previous 13F +14,959 shares

    0.07% of the 13F portfolio, value $7,968,839.

    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 172,676 shares
    Change vs previous 13F -19,640 shares

    0.07% of the 13F portfolio, value $6,986,460.

    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 192,316 shares
    Change vs previous 13F +26,622 shares

    0.08% of the 13F portfolio, value $7,265,681.

    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 165,694 shares
    Change vs previous 13F -18,568 shares

    0.07% of the 13F portfolio, value $6,379,201.

    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 184,262 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,976,141.

    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).