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Beacon Pointe Advisors, LLC: ZS position timeline

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

Beacon Pointe Advisors, LLC held 41,952 ZS 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 41,952 shares
    Change vs previous 13F +24,674 shares

    0.03% of the 13F portfolio, value $5,921,525.

    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 17,278 shares
    Change vs previous 13F -3,093 shares

    0.01% of the 13F portfolio, value $2,423,931.

    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 20,371 shares
    Change vs previous 13F -260 shares

    0.03% of the 13F portfolio, value $4,581,895.

    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 20,631 shares
    Change vs previous 13F +1,979 shares

    0.05% of the 13F portfolio, value $6,182,286.

    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 18,652 shares
    Change vs previous 13F +266 shares

    0.06% of the 13F portfolio, value $5,855,609.

    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 18,386 shares
    Change vs previous 13F +6,497 shares

    0.04% of the 13F portfolio, value $3,648,150.

    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 11,889 shares
    Change vs previous 13F +261 shares

    0.02% of the 13F portfolio, value $2,144,894.

    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 11,628 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,987,690.

    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).