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Beacon Pointe Advisors, LLC: UFEB position timeline

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

Beacon Pointe Advisors, LLC held 15,548 UFEB 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 15,548 shares
    Change vs previous 13F -3,000 shares

    <0.01% of the 13F portfolio, value $600,931.

    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 18,548 shares
    Change vs previous 13F +8,498 shares

    <0.01% of the 13F portfolio, value $673,293.

    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 10,050 shares
    Change vs previous 13F -2,400 shares

    <0.01% of the 13F portfolio, value $369,691.

    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 12,450 shares
    Change vs previous 13F -6,000 shares

    <0.01% of the 13F portfolio, value $445,586.

    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 18,450 shares
    Change vs previous 13F -2,500 shares

    0.01% of the 13F portfolio, value $633,032.

    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 20,950 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $678,571.

    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).