Beacon Pointe Advisors, LLC

SEC CIK: 0001744317
Latest filing: Aug 18, 2026

SEC filings (opens in a new tab)

AXP holding history

American Express Co in every 13F filed by Beacon Pointe Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AXP overview All 13F holders of AXP Full Q2 2026 holdings

Shares (Q2 2026): 90,500
Value: $30.6M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of AXP by Beacon Pointe Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	90,500	$30.6M	0.1%	−489−0.5%	Reduced	Holders
Q1 2026	90,989	$27.5M	0.1%	+14,466+18.9%	Added	Holders
Q4 2025	76,523	$28.3M	0.2%	+4,970+6.9%	Added	Holders
Q3 2025	71,553	$23.8M	0.2%	−6,029−7.8%	Reduced	Holders
Q2 2025	77,582	$24.7M	0.3%	+1,363+1.8%	Added	Holders
Q1 2025	76,219	$20.5M	0.2%	−1,862−2.4%	Reduced	Holders
Q4 2024	78,081	$23.2M	0.3%	−5,474−6.6%	Reduced	Holders
Q3 2024	83,555	$22.7M	0.3%	−606−0.7%	Reduced	Holders
Q2 2024	84,161	$19.5M	0.2%	+1,772+2.2%	Added	Holders
Q1 2024	82,389	$18.8M	0.2%	+17,033+26.1%	Added	Holders
Q4 2023	65,356	$12.2M	0.1%	−1,212−1.8%	Reduced	Holders
Q3 2023	66,568	$9.93M	0.1%	+30,802+86.1%	Added	Holders
Q2 2023	35,766	$6.23M	0.1%	−17,941−33.4%	Reduced	Holders
Q1 2023	53,707	$8.86M	0.2%	+15,067+39.0%	Added	Holders
Q4 2022	38,640	$5.71M	0.1%	+11,414+41.9%	Added	Holders
Q3 2022	27,226	$3.67M	0.1%	+2,543+10.3%	Added	Holders
Q2 2022	24,683	$3.43M	0.1%	−9,177−27.1%	Reduced	Holders
Q1 2022	33,860	$6.33M	0.1%	+8,441+33.2%	Added	Holders
Q4 2021	25,419	$4.16M	0.1%	−5,373−17.4%	Reduced	Holders
Q3 2021	30,792	$5.16M	0.1%	+1,734+6.0%	Added	Holders
Q2 2021	29,058	$4.80M	0.2%	+22,960+376.5%	Added	Holders
Q1 2021	6,098	$862.0K	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.