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Beacon Pointe Advisors, LLC: PDEC position timeline

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

Beacon Pointe Advisors, LLC held 204,353 PDEC 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 204,353 shares
    Change vs previous 13F -7,511 shares

    0.04% of the 13F portfolio, value $9,377,751.

    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 211,864 shares
    Change vs previous 13F +34,912 shares

    0.05% of the 13F portfolio, value $9,004,212.

    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 176,952 shares
    Change vs previous 13F +16,538 shares

    0.05% of the 13F portfolio, value $7,676,164.

    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 160,414 shares
    Change vs previous 13F -34,026 shares

    0.06% of the 13F portfolio, value $6,740,597.

    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 194,440 shares
    Change vs previous 13F -8,384 shares

    0.08% of the 13F portfolio, value $7,779,561.

    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 202,824 shares
    Change vs previous 13F +17,541 shares

    0.09% of the 13F portfolio, value $7,626,182.

    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 185,283 shares
    Change vs previous 13F -1,381 shares

    0.08% of the 13F portfolio, value $7,118,573.

    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 186,664 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,151,098.

    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).