Skip to content
Disclosery

Beacon Pointe Advisors, LLC: PBW position timeline

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

Beacon Pointe Advisors, LLC held 26,992 PBW 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 26,992 shares
    Change vs previous 13F -9,129 shares

    <0.01% of the 13F portfolio, value $1,052,944.

    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 36,121 shares
    Change vs previous 13F -12,862 shares

    0.01% of the 13F portfolio, value $1,140,717.

    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 48,983 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,495,951.

    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).