Beacon Pointe Advisors, LLC: PBA position timeline

Beacon Pointe Advisors, LLC held 7,323 PBA 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 7,323 shares

   Change vs previous 13F +970 shares

   <0.01% of the 13F portfolio, value $338,672.

   13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, LLC
   Filed 2026-08-18 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 6,353 shares

   Change vs previous 13F -1,906 shares

   <0.01% of the 13F portfolio, value $284,365.

   13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 8,259 shares

   Change vs previous 13F +8,259 shares

   <0.01% of the 13F portfolio, value $314,332.

   13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, LLC
   Filed 2026-02-18 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -5,065 shares

   13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

5. period ended2025-03-31

   13F 5,065 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $202,761.

   13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, LLC
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).