Beacon Pointe Advisors, LLC
Position in CLMB — Climb Global Solutions, Inc.
CIK 1744317
NEWPORT BEACH, CA
Position in CLMB
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$277,614
+$23,086 QoQ
Shares Held
11,961
-6.9% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#89
of 133 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CLMB Over Time
Shares Held
Position Value (USD)
Position in Electronics & Computer Distribution
Technology · as of Jun 30, 2026Beacon Pointe Advisors, LLC holds $893,776 across 3 Electronics & Computer Distribution names. CLMB ranks #2 (31.1% of the industry book) .
All Filings in CLMB
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $277,614 | 11,961 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $254,528 | 12,842 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $325,844 | 3,170 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $405,329 | 3,006 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||