Beacon Pointe Advisors, LLC

SEC CIK: 0001744317
Latest filing: Aug 18, 2026

SEC filings (opens in a new tab)

CSL holding history

Carlisle Companies 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.

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

Shares (Q2 2026): 977
Value: $354.4K
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2025

Holdings of CSL by Beacon Pointe Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	977	$354.4K	<0.1%	−1,631−62.5%	Reduced	Holders
Q1 2026	2,608	$870.1K	<0.1%	+2,608	New	Holders
Q4 2025	0	$0	0.0%	−891−100.0%	Sold out	Holders
Q3 2025	891	$293.1K	<0.1%	+891	New	Holders