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Beacon Pointe Advisors, LLC: PPA position timeline

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

Beacon Pointe Advisors, LLC held 130,700 PPA 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 130,700 shares
    Change vs previous 13F +16,483 shares

    0.11% of the 13F portfolio, value $23,088,068.

    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 114,217 shares
    Change vs previous 13F +56,441 shares

    0.1% of the 13F portfolio, value $18,925,795.

    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 57,776 shares
    Change vs previous 13F +1,587 shares

    0.06% of the 13F portfolio, value $9,049,476.

    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 56,189 shares
    Change vs previous 13F -958 shares

    0.07% of the 13F portfolio, value $8,734,655.

    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 57,147 shares
    Change vs previous 13F -2,966 shares

    0.08% of the 13F portfolio, value $8,097,093.

    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 60,113 shares
    Change vs previous 13F +4,586 shares

    0.08% of the 13F portfolio, value $7,006,114.

    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 55,527 shares
    Change vs previous 13F -3,730 shares

    0.07% of the 13F portfolio, value $6,370,655.

    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 59,257 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,812,779.

    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).