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Livermore
Livermore
ZHEN

Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

XYZ holding history

Block, 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.

XYZ overviewAll 13F holders of XYZFull Q2 2026 holdings

Shares (Q2 2026)
178,628
Value
$13.6M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of XYZ by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026178,628$13.6M0.1%−27,468−13.3%ReducedHolders
Q1 2026206,096$12.4M0.1%+22,807+12.4%AddedHolders
Q4 2025183,289$11.9M0.1%−6,803−3.6%ReducedHolders
Q3 2025190,092$13.7M0.1%+19,369+11.3%AddedHolders
Q2 2025170,723$11.6M0.1%+43,287+34.0%AddedHolders
Q1 2025127,436$6.92M0.1%+123,985+3,592.7%AddedHolders
Q4 20243,451$293.3K<0.1%−348−9.2%ReducedHolders
Q3 20243,799$255.0K<0.1%−293−7.2%ReducedHolders
Q2 20244,092$263.9K<0.1%−2,743−40.1%ReducedHolders
Q1 20246,835$578.1K<0.1%+1,383+25.4%AddedHolders
Q4 20235,452$421.7K<0.1%−1,992−26.8%ReducedHolders
Q3 20237,444$329.5K<0.1%−223−2.9%ReducedHolders
Q2 20237,667$510.4K<0.1%−2,748−26.4%ReducedHolders
Q1 202310,415$715.0K<0.1%+34+0.3%AddedHolders
Q4 202210,381$652.3K<0.1%−1,394−11.8%ReducedHolders
Q3 202211,775$651.0K<0.1%−1,885−13.8%ReducedHolders
Q2 202213,660$836.0K<0.1%−7,039−34.0%ReducedHolders
Q1 202220,699$2.81M<0.1%+13,617+192.3%AddedHolders
Q4 20217,082$1.14M<0.1%−565−7.4%ReducedHolders
Q3 20217,647$1.83M<0.1%−89−1.2%ReducedHolders
Q2 20217,736$1.89M0.1%+6,519+535.7%AddedHolders
Q1 20211,217$277.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.