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Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

IT holding history

Gartner 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.

IT overviewAll 13F holders of ITFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q2 2021
Holdings of IT by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−1,114−100.0%Sold outHolders
Q4 20251,114$281.0K<0.1%+232+26.3%AddedHolders
Q3 2025882$231.9K<0.1%−1,112−55.8%ReducedHolders
Q2 20251,994$806.0K<0.1%−359−15.3%ReducedHolders
Q1 20252,353$987.6K<0.1%+551+30.6%AddedHolders
Q4 20241,802$873.0K<0.1%−226−11.1%ReducedHolders
Q3 20242,028$1.03M<0.1%−207−9.3%ReducedHolders
Q2 20242,235$1.00M<0.1%−301−11.9%ReducedHolders
Q1 20242,536$1.21M<0.1%+96+3.9%AddedHolders
Q4 20232,440$1.10M<0.1%−67−2.7%ReducedHolders
Q3 20232,507$861.4K<0.1%+2,507NewHolders
Q2 20220$00.0%−8,485−100.0%Sold outHolders
Q1 20228,485$2.52M<0.1%+6,626+356.4%AddedHolders
Q4 20211,859$621.0K<0.1%+1,859NewHolders
Q3 20210$00.0%−1,653−100.0%Sold outHolders
Q2 20211,653$400.0K<0.1%+1,653NewHolders