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Beacon Pointe Advisors, LLC: XYZ position timeline

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

Beacon Pointe Advisors, LLC held 178,628 XYZ 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 178,628 shares
    Change vs previous 13F -27,468 shares

    0.06% of the 13F portfolio, value $13,575,765.

    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 206,096 shares
    Change vs previous 13F +22,807 shares

    0.07% of the 13F portfolio, value $12,402,887.

    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 183,289 shares
    Change vs previous 13F -6,803 shares

    0.08% of the 13F portfolio, value $11,930,280.

    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 190,092 shares
    Change vs previous 13F +19,369 shares

    0.12% of the 13F portfolio, value $13,737,984.

    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 170,723 shares
    Change vs previous 13F +43,287 shares

    0.12% of the 13F portfolio, value $11,597,213.

    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 127,436 shares
    Change vs previous 13F +123,985 shares

    0.08% of the 13F portfolio, value $6,923,598.

    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 3,451 shares
    Change vs previous 13F -348 shares

    <0.01% of the 13F portfolio, value $293,300.

    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 3,799 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $255,027.

    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).