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Beacon Pointe Advisors, LLC: PEY position timeline

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

Beacon Pointe Advisors, LLC held 105,830 PEY 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 105,830 shares
    Change vs previous 13F +41,673 shares

    0.01% of the 13F portfolio, value $2,453,130.

    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 64,157 shares
    Change vs previous 13F +2,680 shares

    0.01% of the 13F portfolio, value $1,374,161.

    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 61,477 shares
    Change vs previous 13F +7,190 shares

    0.01% of the 13F portfolio, value $1,253,254.

    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 54,287 shares
    Change vs previous 13F -5,192 shares

    0.01% of the 13F portfolio, value $1,143,649.

    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 59,479 shares
    Change vs previous 13F -587 shares

    0.01% of the 13F portfolio, value $1,213,975.

    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 60,066 shares
    Change vs previous 13F +2,530 shares

    0.01% of the 13F portfolio, value $1,289,612.

    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 57,536 shares
    Change vs previous 13F -813 shares

    0.01% of the 13F portfolio, value $1,223,212.

    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 58,349 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,279,587.

    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).