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Beacon Pointe Advisors, LLC: QQQE position timeline

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

Beacon Pointe Advisors, LLC held 54,104 QQQE 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 54,104 shares
    Change vs previous 13F -1,019 shares

    0.03% of the 13F portfolio, value $6,601,288.

    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 55,123 shares
    Change vs previous 13F +1,343 shares

    0.03% of the 13F portfolio, value $5,431,234.

    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 53,780 shares
    Change vs previous 13F +2,793 shares

    0.04% of the 13F portfolio, value $5,502,219.

    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 50,987 shares
    Change vs previous 13F +21,028 shares

    0.04% of the 13F portfolio, value $5,180,837.

    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 29,959 shares
    Change vs previous 13F +8,100 shares

    0.03% of the 13F portfolio, value $2,945,257.

    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 21,859 shares
    Change vs previous 13F +4,189 shares

    0.02% of the 13F portfolio, value $1,905,875.

    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 17,670 shares
    Change vs previous 13F +205 shares

    0.02% of the 13F portfolio, value $1,586,236.

    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 17,465 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,575,343.

    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).