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Beacon Pointe Advisors, LLC: PSEP position timeline

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

Beacon Pointe Advisors, LLC held 192,560 PSEP 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 192,560 shares
    Change vs previous 13F -33,477 shares

    0.04% of the 13F portfolio, value $8,867,371.

    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 226,037 shares
    Change vs previous 13F +37,822 shares

    0.05% of the 13F portfolio, value $9,733,175.

    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 188,215 shares
    Change vs previous 13F +3,206 shares

    0.06% of the 13F portfolio, value $8,228,479.

    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 185,009 shares
    Change vs previous 13F +5,141 shares

    0.07% of the 13F portfolio, value $7,946,157.

    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 179,868 shares
    Change vs previous 13F +10,331 shares

    0.08% of the 13F portfolio, value $7,354,785.

    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 169,537 shares
    Change vs previous 13F -11,746 shares

    0.07% of the 13F portfolio, value $6,511,900.

    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 181,283 shares
    Change vs previous 13F -7,218 shares

    0.08% of the 13F portfolio, value $7,085,485.

    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 188,501 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,262,937.

    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).