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Beacon Pointe Advisors, LLC: UAL position timeline

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

Beacon Pointe Advisors, LLC held 6,051 UAL 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 6,051 shares
    Change vs previous 13F -2,274 shares

    <0.01% of the 13F portfolio, value $821,297.

    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 8,325 shares
    Change vs previous 13F -1,718 shares

    <0.01% of the 13F portfolio, value $766,482.

    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 10,043 shares
    Change vs previous 13F -1,638 shares

    0.01% of the 13F portfolio, value $1,123,020.

    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 11,681 shares
    Change vs previous 13F -11,958 shares

    0.01% of the 13F portfolio, value $1,127,217.

    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 23,639 shares
    Change vs previous 13F -3,004 shares

    0.02% of the 13F portfolio, value $1,882,374.

    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 26,643 shares
    Change vs previous 13F -1,413 shares

    0.02% of the 13F portfolio, value $1,839,699.

    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 28,056 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,724,238.

    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).