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Beacon Pointe Advisors, LLC: STIP position timeline

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

Beacon Pointe Advisors, LLC held 617,519 STIP 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 617,519 shares
    Change vs previous 13F -22,724 shares

    0.29% of the 13F portfolio, value $63,085,710.

    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 640,243 shares
    Change vs previous 13F +83,572 shares

    0.35% of the 13F portfolio, value $66,220,330.

    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 556,671 shares
    Change vs previous 13F +365,234 shares

    0.4% of the 13F portfolio, value $56,997,496.

    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 191,437 shares
    Change vs previous 13F +95,532 shares

    0.17% of the 13F portfolio, value $19,786,944.

    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 95,905 shares
    Change vs previous 13F -18,829 shares

    0.1% of the 13F portfolio, value $9,869,609.

    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 114,734 shares
    Change vs previous 13F -9,874 shares

    0.13% of the 13F portfolio, value $11,871,559.

    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 124,608 shares
    Change vs previous 13F -8,103 shares

    0.14% of the 13F portfolio, value $12,535,600.

    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 132,711 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $13,446,319.

    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).