Skip to content
Disclosery

Beacon Pointe Advisors, LLC: ZM position timeline

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

Beacon Pointe Advisors, LLC held 135,306 ZM 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 135,306 shares
    Change vs previous 13F +1,691 shares

    0.05% of the 13F portfolio, value $11,678,242.

    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 133,615 shares
    Change vs previous 13F +12,841 shares

    0.06% of the 13F portfolio, value $10,741,293.

    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 120,774 shares
    Change vs previous 13F -1,191 shares

    0.07% of the 13F portfolio, value $10,421,589.

    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 121,965 shares
    Change vs previous 13F +1,648 shares

    0.09% of the 13F portfolio, value $10,062,113.

    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 120,317 shares
    Change vs previous 13F +9,153 shares

    0.1% of the 13F portfolio, value $9,382,320.

    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 111,164 shares
    Change vs previous 13F -71 shares

    0.09% of the 13F portfolio, value $8,200,568.

    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 111,235 shares
    Change vs previous 13F +13,642 shares

    0.1% of the 13F portfolio, value $9,077,888.

    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 97,593 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,806,136.

    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).