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Beacon Pointe Advisors, LLC: PLTR position timeline

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

Beacon Pointe Advisors, LLC held 482,498 PLTR 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 482,498 shares
    Change vs previous 13F +229,423 shares

    0.26% of the 13F portfolio, value $56,293,042.

    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 253,075 shares
    Change vs previous 13F +19,137 shares

    0.2% of the 13F portfolio, value $37,019,835.

    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 233,938 shares
    Change vs previous 13F -8,999 shares

    0.29% of the 13F portfolio, value $41,582,529.

    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 242,937 shares
    Change vs previous 13F +3,497 shares

    0.38% of the 13F portfolio, value $44,316,517.

    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 239,440 shares
    Change vs previous 13F -2,692 shares

    0.34% of the 13F portfolio, value $32,640,437.

    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 242,132 shares
    Change vs previous 13F -80,331 shares

    0.23% of the 13F portfolio, value $20,435,941.

    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 322,463 shares
    Change vs previous 13F +110,617 shares

    0.27% of the 13F portfolio, value $24,387,877.

    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 211,846 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,880,671.

    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).