Ownership history in Beacon Pointe Advisors, LLC · 11 quarters on record
This page tracks every 13F SEC filing in which Beacon Pointe Advisors, LLC reported a position in ISHARES TR (TLT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 37,258 | +30,287 | +434.5% | 0.02% | $3.2M | $86.54 |
| 2025 Q3 | REDUCED | 6,971 | -729 | -9.5% | 0.01% | $623K | $87.45 |
| 2025 Q3 | ADDED | 7,700 | +2,039 | +36.0% | 0.01% | $688K | $87.45 |
| 2024 Q4 | ADDED | 5,661 | +2,537 | +81.2% | 0.01% | $494K | $83.01 |
| 2024 Q3 | ADDED | 3,124 | +337 | +12.1% | 0.00% | $306K | $91.96 |
| 2024 Q2 | REDUCED | 2,787 | -5,197 | -65.1% | 0.00% | $256K | $85.20 |
| 2024 Q1 | ADDED | 7,984 | +1,162 | +17.0% | 0.01% | $755K | $86.95 |
| 2023 Q4 | ADDED | 6,822 | +2,913 | +74.5% | 0.01% | $675K | $90.29 |
| 2023 Q3 | ADDED | 3,909 | +1,412 | +56.5% | 0.00% | $347K | $79.94 |
| 2023 Q1 | REDUCED | 2,497 | -64,479 | -96.3% | 0.00% | $266K | $94.34 |
As of 2025 Q4 — sorted by position size