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Beacon Pointe Advisors, LLC: TFI position timeline

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

Beacon Pointe Advisors, LLC held 71,658 TFI 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 71,658 shares
    Change vs previous 13F -2,893 shares

    0.02% of the 13F portfolio, value $3,281,937.

    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 74,551 shares
    Change vs previous 13F -9,645 shares

    0.02% of the 13F portfolio, value $3,380,143.

    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 84,196 shares
    Change vs previous 13F +31,733 shares

    0.03% of the 13F portfolio, value $3,848,600.

    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 52,463 shares
    Change vs previous 13F -2,023 shares

    0.02% of the 13F portfolio, value $2,390,739.

    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 54,486 shares
    Change vs previous 13F -1,097 shares

    0.03% of the 13F portfolio, value $2,433,890.

    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 55,583 shares
    Change vs previous 13F -27,872 shares

    0.03% of the 13F portfolio, value $2,505,126.

    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 83,455 shares
    Change vs previous 13F -19,971 shares

    0.04% of the 13F portfolio, value $3,807,217.

    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 103,426 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,843,440.

    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).