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Beacon Pointe Advisors, LLC: PNC position timeline

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

Beacon Pointe Advisors, LLC held 25,810 PNC 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 25,810 shares
    Change vs previous 13F -5,040 shares

    0.03% of the 13F portfolio, value $6,354,150.

    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 30,850 shares
    Change vs previous 13F +14,922 shares

    0.03% of the 13F portfolio, value $6,419,495.

    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 15,928 shares
    Change vs previous 13F +1,643 shares

    0.02% of the 13F portfolio, value $3,324,705.

    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 14,285 shares
    Change vs previous 13F -3,936 shares

    0.02% of the 13F portfolio, value $2,870,253.

    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 18,221 shares
    Change vs previous 13F -1,152 shares

    0.04% of the 13F portfolio, value $3,396,786.

    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 19,373 shares
    Change vs previous 13F +1,894 shares

    0.04% of the 13F portfolio, value $3,405,120.

    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 17,479 shares
    Change vs previous 13F +398 shares

    0.04% of the 13F portfolio, value $3,370,823.

    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 17,081 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,157,498.

    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).