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Beacon Pointe Advisors, LLC: QQQ position timeline

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

Beacon Pointe Advisors, LLC held 251,670 QQQ 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 251,670 shares
    Change vs previous 13F +32,626 shares

    0.86% of the 13F portfolio, value $185,332,786.

    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 219,044 shares
    Change vs previous 13F +28,782 shares

    0.67% of the 13F portfolio, value $126,428,010.

    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 190,262 shares
    Change vs previous 13F -5,218 shares

    0.82% of the 13F portfolio, value $116,879,982.

    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 195,480 shares
    Change vs previous 13F +45,559 shares

    1% of the 13F portfolio, value $117,362,289.

    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 149,921 shares
    Change vs previous 13F -324 shares

    0.86% of the 13F portfolio, value $82,702,566.

    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 150,245 shares
    Change vs previous 13F +2,664 shares

    0.79% of the 13F portfolio, value $70,452,938.

    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 147,581 shares
    Change vs previous 13F -2,017 shares

    0.84% of the 13F portfolio, value $75,447,840.

    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 149,598 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $73,014,237.

    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).