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Beacon Pointe Advisors, LLC: PEP position timeline

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

Beacon Pointe Advisors, LLC held 233,024 PEP 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 233,024 shares
    Change vs previous 13F -9,423 shares

    0.15% of the 13F portfolio, value $31,551,392.

    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 242,447 shares
    Change vs previous 13F +98,759 shares

    0.2% of the 13F portfolio, value $37,649,541.

    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 143,688 shares
    Change vs previous 13F +11,490 shares

    0.14% of the 13F portfolio, value $20,622,155.

    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 132,198 shares
    Change vs previous 13F -89,351 shares

    0.16% of the 13F portfolio, value $18,565,937.

    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 221,549 shares
    Change vs previous 13F -10,803 shares

    0.31% of the 13F portfolio, value $29,253,332.

    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 232,352 shares
    Change vs previous 13F +9,542 shares

    0.39% of the 13F portfolio, value $34,838,895.

    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 222,810 shares
    Change vs previous 13F +7,402 shares

    0.38% of the 13F portfolio, value $33,880,481.

    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 215,408 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $36,630,187.

    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).