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Beacon Pointe Advisors, LLC: PFEB position timeline

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

Beacon Pointe Advisors, LLC held 223,105 PFEB 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 223,105 shares
    Change vs previous 13F -37,146 shares

    0.04% of the 13F portfolio, value $9,606,895.

    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 260,251 shares
    Change vs previous 13F +131,677 shares

    0.06% of the 13F portfolio, value $10,436,071.

    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 128,574 shares
    Change vs previous 13F +1,882 shares

    0.04% of the 13F portfolio, value $5,235,392.

    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 126,692 shares
    Change vs previous 13F -49,451 shares

    0.04% of the 13F portfolio, value $5,028,406.

    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 176,143 shares
    Change vs previous 13F -15,709 shares

    0.07% of the 13F portfolio, value $6,695,195.

    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 191,852 shares
    Change vs previous 13F +57,320 shares

    0.08% of the 13F portfolio, value $6,872,139.

    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 134,532 shares
    Change vs previous 13F -6,422 shares

    0.05% of the 13F portfolio, value $4,950,778.

    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 140,954 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,079,982.

    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).