Beacon Pointe Advisors, LLC
CIK
0001744317
City
NEWPORT BEACH
State / Country
CA
Holdings in IIM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $180,475 | 14,649 | Shares | Sole | 2026-02-18 |
| 2025-09-30 | $180,456 | 14,379 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $164,135 | 14,101 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $312,512 | 26,108 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $304,586 | 25,617 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $365,470 | 28,375 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $219,257 | 17,768 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $240,084 | 20,007 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $232,183 | 19,794 | Shares | Sole | 2024-02-08 |
| 2023-09-30 | $246,344 | 23,687 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $253,479 | 21,445 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $185,720 | 15,223 | Shares | Sole | 2023-05-12 |