Skip to content
Disclosery

Beacon Pointe Advisors, LLC: PHYS position timeline

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

Beacon Pointe Advisors, LLC held 1,510,702 PHYS 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 1,510,702 shares
    Change vs previous 13F -45,612 shares

    0.21% of the 13F portfolio, value $45,577,878.

    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 1,556,314 shares
    Change vs previous 13F +80,102 shares

    0.29% of the 13F portfolio, value $55,155,766.

    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 1,476,212 shares
    Change vs previous 13F +18,499 shares

    0.34% of the 13F portfolio, value $48,744,531.

    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 1,457,713 shares
    Change vs previous 13F +859,932 shares

    0.37% of the 13F portfolio, value $43,177,446.

    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 597,781 shares
    Change vs previous 13F +43,296 shares

    0.16% of the 13F portfolio, value $15,153,748.

    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 554,485 shares
    Change vs previous 13F -34,023 shares

    0.15% of the 13F portfolio, value $13,340,909.

    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 588,508 shares
    Change vs previous 13F -19,224 shares

    0.13% of the 13F portfolio, value $11,852,551.

    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 607,732 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $12,385,578.

    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).