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Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

DJP holding history

Barclays Bank PLC 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.

DJP overviewAll 13F holders of DJPFull Q2 2026 holdings

Shares (Q2 2026)
10,294
Value
$450.0K
% of portfolio
<0.1%
Quarters held
16
Since Q1 2022
Holdings of DJP by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,294$450.0K<0.1%+77+0.8%AddedHolders
Q1 202610,217$491.8K<0.1%+10,217NewHolders
Q3 20250$00.0%−11,983−100.0%Sold outHolders
Q2 202511,983$407.2K<0.1%−3,203−21.1%ReducedHolders
Q1 202515,186$536.2K<0.1%−500−3.2%ReducedHolders
Q4 202415,686$503.4K<0.1%−220−1.4%ReducedHolders
Q3 202415,906$512.8K<0.1%−1,510−8.7%ReducedHolders
Q2 202417,416$558.4K<0.1%−3,818−18.0%ReducedHolders
Q1 202421,234$660.4K<0.1%−1,487−6.5%ReducedHolders
Q4 202322,721$690.5K<0.1%−600−2.6%ReducedHolders
Q3 202323,321$749.5K<0.1%−4,875−17.3%ReducedHolders
Q2 202328,196$862.0K<0.1%−9,674−25.5%ReducedHolders
Q1 202337,870$1.20M<0.1%−1,361−3.5%ReducedHolders
Q4 202239,231$1.32M<0.1%−10,217−20.7%ReducedHolders
Q3 202249,448$1.63M<0.1%−5,766−10.4%ReducedHolders
Q2 202255,214$1.92M<0.1%+242+0.4%AddedHolders
Q1 202254,972$2.03M<0.1%+54,972NewHolders