Skip to content
Disclosery

Beacon Pointe Advisors, LLC: TMO position timeline

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

Beacon Pointe Advisors, LLC held 37,709 TMO 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 37,709 shares
    Change vs previous 13F -1,108 shares

    0.09% of the 13F portfolio, value $18,905,929.

    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 38,817 shares
    Change vs previous 13F +19,461 shares

    0.1% of the 13F portfolio, value $19,079,561.

    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 19,356 shares
    Change vs previous 13F -171 shares

    0.08% of the 13F portfolio, value $11,216,008.

    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 19,527 shares
    Change vs previous 13F -13,836 shares

    0.08% of the 13F portfolio, value $9,470,744.

    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 33,363 shares
    Change vs previous 13F -4 shares

    0.14% of the 13F portfolio, value $13,527,365.

    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 33,367 shares
    Change vs previous 13F +2,660 shares

    0.19% of the 13F portfolio, value $16,603,379.

    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 30,707 shares
    Change vs previous 13F -4,597 shares

    0.18% of the 13F portfolio, value $15,974,605.

    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 35,304 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $21,837,857.

    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).