Number of Shares
32,979
Previous 22,073 49.41%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025

BUY
N/A
10,906 Added 49.41%
32,979 $0
Q2 2025

Aug 13, 2025

BUY
N/A
9,108 Added 70.25%
22,073 $0
Q1 2025

May 13, 2025

BUY
N/A
5,964 Added 85.19%
12,965 $0
Q4 2024

Feb 14, 2025

BUY
N/A
7,001 New
7,001 $0
Track This Portfolio

Track Beacon Pointe Advisors, LLC Portfolio

Follow Beacon Pointe Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Pointe Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Pointe Advisors, LLC with notifications on news.