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Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

CTOS holding history

Custom Truck One Source, 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.

CTOS overviewAll 13F holders of CTOSFull Q2 2026 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q3 2021
Holdings of CTOS by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−24,072−100.0%Sold outHolders
Q3 202324,072$149.2K<0.1%−9,000−27.2%ReducedHolders
Q2 202333,072$222.9K<0.1%−50,700−60.5%ReducedHolders
Q1 202383,772$568.8K<0.1%−45,010−35.0%ReducedHolders
Q4 2022128,782$813.9K<0.1%−78,190−37.8%ReducedHolders
Q3 2022206,972$1.21M<0.1%−896−0.4%ReducedHolders
Q2 2022207,868$1.16M<0.1%−3,004−1.4%ReducedHolders
Q1 2022210,872$1.77M<0.1%+45,872+27.8%AddedHolders
Q4 2021165,000$1.32M<0.1%+22,000+15.4%AddedHolders
Q3 2021143,000$1.33M<0.1%+143,000NewHolders