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Beacon Pointe Advisors, LLC: PHO position timeline

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

Beacon Pointe Advisors, LLC held 53,879 PHO 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 53,879 shares
    Change vs previous 13F +1,875 shares

    0.02% of the 13F portfolio, value $3,721,963.

    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 52,004 shares
    Change vs previous 13F +12,908 shares

    0.02% of the 13F portfolio, value $3,476,996.

    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 39,096 shares
    Change vs previous 13F -623 shares

    0.02% of the 13F portfolio, value $2,752,746.

    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 39,719 shares
    Change vs previous 13F +3,275 shares

    0.02% of the 13F portfolio, value $2,864,106.

    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 36,444 shares
    Change vs previous 13F -2,699 shares

    0.03% of the 13F portfolio, value $2,547,787.

    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 39,143 shares
    Change vs previous 13F -5,222 shares

    0.03% of the 13F portfolio, value $2,525,482.

    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 44,365 shares
    Change vs previous 13F -5,757 shares

    0.03% of the 13F portfolio, value $2,918,780.

    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 50,122 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,535,605.

    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).