Beacon Pointe Advisors, LLC

SEC CIK: 0001744317
Latest filing: Aug 18, 2026

SEC filings (opens in a new tab)

C holding history

Citigroup Inc 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.

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

Shares (Q2 2026): 134,666
Value: $18.8M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of C by Beacon Pointe Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	134,666	$18.8M	0.1%	−9,848−6.8%	Reduced	Holders
Q1 2026	144,514	$16.4M	0.1%	+60,083+71.2%	Added	Holders
Q4 2025	84,431	$9.85M	0.1%	+3,099+3.8%	Added	Holders
Q3 2025	81,332	$8.26M	0.1%	+10,166+14.3%	Added	Holders
Q2 2025	71,166	$6.06M	0.1%	+222+0.3%	Added	Holders
Q1 2025	70,944	$5.04M	0.1%	−1,522−2.1%	Reduced	Holders
Q4 2024	72,466	$5.10M	0.1%	+7,138+10.9%	Added	Holders
Q3 2024	65,328	$4.09M	<0.1%	−9,473−12.7%	Reduced	Holders
Q2 2024	74,801	$4.75M	0.1%	−9,657−11.4%	Reduced	Holders
Q1 2024	84,458	$5.34M	0.1%	−8,922−9.6%	Reduced	Holders
Q4 2023	93,380	$4.80M	0.1%	−30,088−24.4%	Reduced	Holders
Q3 2023	123,468	$5.08M	0.1%	−6,213−4.8%	Reduced	Holders
Q2 2023	129,681	$5.97M	0.1%	+12,440+10.6%	Added	Holders
Q1 2023	117,241	$5.50M	0.1%	−395−0.3%	Reduced	Holders
Q4 2022	117,636	$5.32M	0.1%	+20,553+21.2%	Added	Holders
Q3 2022	97,083	$4.05M	0.1%	+10,631+12.3%	Added	Holders
Q2 2022	86,452	$3.98M	0.1%	−166,942−65.9%	Reduced	Holders
Q1 2022	253,394	$13.5M	0.2%	+158,938+168.3%	Added	Holders
Q4 2021	94,456	$5.70M	0.1%	+8,585+10.0%	Added	Holders
Q3 2021	85,871	$6.03M	0.1%	+18,190+26.9%	Added	Holders
Q2 2021	67,681	$4.79M	0.2%	+54,252+404.0%	Added	Holders
Q1 2021	13,429	$978.0K	0.1%	–	–	Holders

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