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Beacon Pointe Advisors, LLC: USIG position timeline

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

Beacon Pointe Advisors, LLC held 1,502,940 USIG 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 1,502,940 shares
    Change vs previous 13F -23,115 shares

    0.36% of the 13F portfolio, value $77,085,803.

    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 1,526,055 shares
    Change vs previous 13F +83,970 shares

    0.41% of the 13F portfolio, value $78,179,787.

    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 1,442,085 shares
    Change vs previous 13F +1,358,709 shares

    0.52% of the 13F portfolio, value $74,656,755.

    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 83,376 shares
    Change vs previous 13F +69,405 shares

    0.04% of the 13F portfolio, value $4,353,921.

    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 13,971 shares
    Change vs previous 13F -232 shares

    0.01% of the 13F portfolio, value $718,668.

    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 14,203 shares
    Change vs previous 13F +50 shares

    0.01% of the 13F portfolio, value $725,489.

    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 14,153 shares
    Change vs previous 13F -130 shares

    0.01% of the 13F portfolio, value $711,613.

    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 14,283 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $751,000.

    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).