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Beacon Pointe Advisors, LLC: QUAL position timeline

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

Beacon Pointe Advisors, LLC held 627,286 QUAL 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 627,286 shares
    Change vs previous 13F +278,292 shares

    0.64% of the 13F portfolio, value $137,645,354.

    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 348,994 shares
    Change vs previous 13F +316,548 shares

    0.35% of the 13F portfolio, value $66,940,573.

    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 32,446 shares
    Change vs previous 13F -768 shares

    0.05% of the 13F portfolio, value $6,444,360.

    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 33,214 shares
    Change vs previous 13F +15,307 shares

    0.05% of the 13F portfolio, value $6,460,156.

    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 17,907 shares
    Change vs previous 13F +122 shares

    0.03% of the 13F portfolio, value $3,273,763.

    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 17,785 shares
    Change vs previous 13F +7 shares

    0.03% of the 13F portfolio, value $3,039,253.

    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 17,778 shares
    Change vs previous 13F -2,543 shares

    0.04% of the 13F portfolio, value $3,165,832.

    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 20,321 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,643,628.

    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).