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Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

NJR holding history

New Jersey Resources Corp 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.

NJR overviewAll 13F holders of NJRFull Q2 2026 holdings

Shares (Q2 2026)
3,969
Value
$222.4K
% of portfolio
<0.1%
Quarters held
9
Since Q4 2022
Holdings of NJR by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,969$222.4K<0.1%−49−1.2%ReducedHolders
Q1 20264,018$220.7K<0.1%+4,018NewHolders
Q3 20240$00.0%−10,629−100.0%Sold outHolders
Q2 202410,629$454.3K<0.1%−238−2.2%ReducedHolders
Q1 202410,867$466.3K<0.1%−334−3.0%ReducedHolders
Q4 202311,201$499.3K<0.1%−1,051−8.6%ReducedHolders
Q3 202312,252$497.8K<0.1%+1,904+18.4%AddedHolders
Q2 202310,348$488.4K<0.1%−24−0.2%ReducedHolders
Q1 202310,372$551.8K<0.1%−432−4.0%ReducedHolders
Q4 202210,804$536.1K<0.1%+10,804NewHolders