PR β€” PERMIAN RESOURCES CORP

Ownership history in Beacon Pointe Advisors, LLC  Β·  4 quarters on record

AI Ownership Summary

Beacon Pointe Advisors, LLC reported PERMIAN RESOURCES CORP (PR) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. The latest visible filing shows PR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Beacon Pointe Advisors, LLC's position in PERMIAN RESOURCES CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

PR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Beacon Pointe Advisors, LLC held PR β€” position size vs. price
% of Fund (quarterly)    PR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 13,073 -10,333 -44.1% 0.00% $167K 2025-11-14 $13.37
2025 Q2 REDUCED 23,406 -427 -1.8% 0.00% $319K 2025-08-13 $13.06
2025 Q1 ADDED 23,833 +2,829 +13.5% 0.00% $330K 2025-05-13 $13.39
2024 Q4 INITIATED 21,004 β€” β€” 0.00% $302K 2025-02-14 $13.46

FAQ About Beacon Pointe Advisors, LLC and PR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Beacon Pointe Advisors, LLC reported owning PR?

Beacon Pointe Advisors, LLC reported PR across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported PR position in Beacon Pointe Advisors, LLC's portfolio?

The largest reported portfolio weight for PR was 0.00% in 2025 Q1.

What is the latest reported PR position on this page?

The most recent filing on this page is 2025 Q3, when Beacon Pointe Advisors, LLC reported 13,073 shares, equal to 0.00% of portfolio, with an estimated market value of $167K.

What does the chart on this PR ownership page compare?

The chart compares Beacon Pointe Advisors, LLC's quarterly PR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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