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Beacon Pointe Advisors, LLC: PCEF position timeline

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

Beacon Pointe Advisors, LLC held 15,326 PCEF 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 15,326 shares
    Change vs previous 13F +7 shares

    <0.01% of the 13F portfolio, value $311,262.

    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 15,319 shares
    Change vs previous 13F +225 shares

    <0.01% of the 13F portfolio, value $288,304.

    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 15,094 shares
    Change vs previous 13F +195 shares

    <0.01% of the 13F portfolio, value $300,069.

    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 14,899 shares
    Change vs previous 13F +2,710 shares

    <0.01% of the 13F portfolio, value $297,534.

    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 12,189 shares
    Change vs previous 13F -2,324 shares

    <0.01% of the 13F portfolio, value $238,173.

    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 14,513 shares
    Change vs previous 13F -8,775 shares

    <0.01% of the 13F portfolio, value $273,570.

    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 23,288 shares
    Change vs previous 13F -4,560 shares

    <0.01% of the 13F portfolio, value $446,198.

    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 27,848 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $548,884.

    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).