Beacon Pointe Advisors, LLC
Holdings in EXPI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $547,778 | 60,528 | Shares | Sole | 2026-02-18 |
| 2025-09-30 | $622,778 | 58,422 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $544,835 | 59,872 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $571,905 | 58,477 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $675,119 | 58,655 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $823,165 | 58,422 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $659,292 | 58,422 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $606,598 | 58,722 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $911,365 | 58,722 | Shares | Sole | 2024-02-08 |
| 2023-09-30 | $953,645 | 58,722 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $1,190,882 | 58,722 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $743,278 | 58,572 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $649,509 | 58,620 | Shares | Sole | 2023-02-14 |
| 2022-09-30 | $657,668 | 58,668 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $698,302 | 59,329 | Shares | Sole | 2022-08-11 |
| 2022-03-31 | $1,250,003 | 59,046 | Shares | Sole | 2022-05-17 |