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Beacon Pointe Advisors, LLC: POCT position timeline

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

Beacon Pointe Advisors, LLC held 194,313 POCT 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 194,313 shares
    Change vs previous 13F -16,382 shares

    0.04% of the 13F portfolio, value $9,018,044.

    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 210,695 shares
    Change vs previous 13F +37,908 shares

    0.05% of the 13F portfolio, value $9,083,040.

    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 172,787 shares
    Change vs previous 13F +23,803 shares

    0.05% of the 13F portfolio, value $7,588,784.

    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 148,984 shares
    Change vs previous 13F -19,735 shares

    0.05% of the 13F portfolio, value $6,421,189.

    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 168,719 shares
    Change vs previous 13F -17,837 shares

    0.07% of the 13F portfolio, value $6,968,074.

    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 186,556 shares
    Change vs previous 13F -19,313 shares

    0.08% of the 13F portfolio, value $7,247,681.

    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 205,869 shares
    Change vs previous 13F +24,240 shares

    0.09% of the 13F portfolio, value $8,145,475.

    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 181,629 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,074,430.

    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).