Skip to content
Disclosery

Beacon Pointe Advisors, LLC: UTES position timeline

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

Beacon Pointe Advisors, LLC held 5,916 UTES 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 5,916 shares
    Change vs previous 13F -4,123 shares

    <0.01% of the 13F portfolio, value $483,571.

    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 10,039 shares
    Change vs previous 13F +487 shares

    <0.01% of the 13F portfolio, value $802,141.

    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 9,552 shares
    Change vs previous 13F +2,787 shares

    0.01% of the 13F portfolio, value $754,140.

    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 6,765 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $564,504.

    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).