Beacon Pointe Advisors, LLC: PJUL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Pointe Advisors, LLC on PJUL, newest first. How the timeline and the estimate are built.
Beacon Pointe Advisors, LLC held 185,241 PJUL shares at 2026-06-30 per its 13F-HR filed 2026-08-18.
the latest 13F is the newest step
- period ended2026-06-3013F 185,241 sharesChange vs previous 13F +17,541 shares
0.04% of the 13F portfolio, value $9,041,617.
13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 167,700 sharesChange vs previous 13F +80,927 shares
0.04% of the 13F portfolio, value $7,708,749.
13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 86,773 sharesChange vs previous 13F -1,543 shares
0.03% of the 13F portfolio, value $4,028,869.
13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 88,316 sharesChange vs previous 13F -12,929 shares
0.03% of the 13F portfolio, value $4,027,229.
13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 101,245 sharesChange vs previous 13F +7,643 shares
0.05% of the 13F portfolio, value $4,439,599.
13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 93,602 sharesChange vs previous 13F -843 shares
0.04% of the 13F portfolio, value $3,761,881.
13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 94,445 sharesChange vs previous 13F -25,269 shares
0.04% of the 13F portfolio, value $3,888,317.
13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 119,714 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $4,846,013.
13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).