Skip to content
Disclosery

Beacon Pointe Advisors, LLC: TIP position timeline

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

Beacon Pointe Advisors, LLC held 179,075 TIP 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 179,075 shares
    Change vs previous 13F -9,330 shares

    0.09% of the 13F portfolio, value $19,596,202.

    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 188,405 shares
    Change vs previous 13F -22,309 shares

    0.11% of the 13F portfolio, value $20,792,372.

    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 210,714 shares
    Change vs previous 13F +75,420 shares

    0.16% of the 13F portfolio, value $23,159,604.

    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 135,294 shares
    Change vs previous 13F +113,507 shares

    0.13% of the 13F portfolio, value $15,047,374.

    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 21,787 shares
    Change vs previous 13F -1,930 shares

    0.03% of the 13F portfolio, value $2,397,441.

    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 23,717 shares
    Change vs previous 13F +1,230 shares

    0.03% of the 13F portfolio, value $2,634,749.

    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 22,487 shares
    Change vs previous 13F -2,307 shares

    0.03% of the 13F portfolio, value $2,396,018.

    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 24,794 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,739,008.

    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).