Beacon Pointe Advisors, LLC
CIK
0001744317
City
NEWPORT BEACH
State / Country
CA
Holdings in CEF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,583,569 | 121,912 | Shares | Sole | 2026-02-18 |
| 2025-09-30 | $5,057,973 | 137,857 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $5,261,449 | 174,799 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $5,220,792 | 183,766 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $4,444,783 | 187,070 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $5,074,744 | 207,217 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $4,711,974 | 213,695 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $4,560,594 | 224,218 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $4,380,026 | 228,722 | Shares | Sole | 2024-02-08 |
| 2023-09-30 | $4,172,699 | 240,918 | Shares | Sole | 2023-11-14 |
| 2023-03-31 | $4,411,097 | 233,268 | Shares | Sole | 2023-05-12 |
| 2021-06-30 | $2,166,300 | 115,969 | Shares | Sole | 2021-08-17 |
| 2021-03-31 | $2,624,259 | 151,080 | Shares | Sole | 2021-05-18 |