Beacon Pointe Advisors, LLC
- SEC CIK
- 0001744317
- Latest filing
- Aug 18, 2026
FFWM holding history
First Foundation 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.
FFWM overviewAll 13F holders of FFWMFull Q2 2026 holdings
- Shares (Q3 2025)
- 0
- Sold out in Q3 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 15
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 0 | $0 | 0.0% | −40,100−100.0% | Sold out | Holders |
| Q2 2025 | 40,100 | $204.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 40,100 | $208.1K | <0.1% | +100+0.3% | Added | Holders |
| Q4 2024 | 40,000 | $248.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 40,000 | $249.6K | <0.1% | −500−1.2% | Reduced | Holders |
| Q2 2024 | 40,500 | $265.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 40,500 | $305.8K | <0.1% | −801−1.9% | Reduced | Holders |
| Q4 2023 | 41,301 | $399.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 41,301 | $251.1K | <0.1% | +15,301+58.9% | Added | Holders |
| Q2 2023 | 26,000 | $103.2K | <0.1% | +15,500+147.6% | Added | Holders |
| Q1 2023 | 10,500 | $78.2K | <0.1% | +251+2.4% | Added | Holders |
| Q4 2022 | 10,249 | $146.9K | <0.1% | +167+1.7% | Added | Holders |
| Q3 2022 | 10,082 | $182.0K | <0.1% | +82+0.8% | Added | Holders |
| Q2 2022 | 10,000 | $205.0K | <0.1% | +10,000 | New | Holders |
| Q1 2022 | 0 | $0 | 0.0% | −15,000−100.0% | Sold out | Holders |
| Q4 2021 | 15,000 | $373.0K | <0.1% | +15,000 | New | Holders |
| Q3 2021 | 0 | $0 | 0.0% | −55,000−100.0% | Sold out | Holders |
| Q2 2021 | 55,000 | $1.24M | <0.1% | +55,000 | New | Holders |