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Beacon Pointe Advisors, LLC: PEG position timeline

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

Beacon Pointe Advisors, LLC held 27,021 PEG 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 27,021 shares
    Change vs previous 13F -472 shares

    0.01% of the 13F portfolio, value $2,193,053.

    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 27,493 shares
    Change vs previous 13F +6,670 shares

    0.01% of the 13F portfolio, value $2,225,552.

    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 20,823 shares
    Change vs previous 13F +237 shares

    0.01% of the 13F portfolio, value $1,672,050.

    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 20,586 shares
    Change vs previous 13F -2,295 shares

    0.01% of the 13F portfolio, value $1,718,093.

    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 22,881 shares
    Change vs previous 13F -29 shares

    0.02% of the 13F portfolio, value $1,926,120.

    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 22,910 shares
    Change vs previous 13F -91 shares

    0.02% of the 13F portfolio, value $1,885,528.

    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 23,001 shares
    Change vs previous 13F -635 shares

    0.02% of the 13F portfolio, value $1,943,342.

    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 23,636 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,108,526.

    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).