Skip to content
Disclosery

Beacon Pointe Advisors, LLC: PM position timeline

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

Beacon Pointe Advisors, LLC held 252,107 PM 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 252,107 shares
    Change vs previous 13F -1,426 shares

    0.21% of the 13F portfolio, value $45,608,794.

    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 253,533 shares
    Change vs previous 13F +27,600 shares

    0.22% of the 13F portfolio, value $41,919,147.

    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 225,933 shares
    Change vs previous 13F +2,864 shares

    0.25% of the 13F portfolio, value $36,239,605.

    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 223,069 shares
    Change vs previous 13F +107,892 shares

    0.31% of the 13F portfolio, value $36,181,727.

    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 115,177 shares
    Change vs previous 13F -9,032 shares

    0.22% of the 13F portfolio, value $20,977,110.

    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 124,209 shares
    Change vs previous 13F +3,930 shares

    0.22% of the 13F portfolio, value $19,715,769.

    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 120,279 shares
    Change vs previous 13F -9,468 shares

    0.16% of the 13F portfolio, value $14,475,602.

    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 129,747 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $15,751,341.

    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).