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Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

EBTC holding history

Enterprise Bancorp 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.

EBTC overviewAll 13F holders of EBTCFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q2 2021
Holdings of EBTC by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−19,701−100.0%Sold outHolders
Q2 202519,701$780.9K<0.1%00.0%UnchangedHolders
Q1 202519,701$767.0K<0.1%00.0%UnchangedHolders
Q4 202419,701$779.0K<0.1%00.0%UnchangedHolders
Q3 202419,701$629.6K<0.1%00.0%UnchangedHolders
Q2 202419,701$490.2K<0.1%00.0%UnchangedHolders
Q1 202419,701$511.6K<0.1%+3,098+18.7%AddedHolders
Q4 202316,603$535.6K<0.1%00.0%UnchangedHolders
Q3 202316,603$454.6K<0.1%+16,603NewHolders
Q1 20220$00.0%−14,804−100.0%Sold outHolders
Q4 202114,804$665.0K<0.1%+14,804NewHolders
Q3 20210$00.0%−11,863−100.0%Sold outHolders
Q2 202111,863$389.0K<0.1%+11,863NewHolders