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Beacon Pointe Advisors, LLC: BSM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Pointe Advisors, LLC on BSM, newest first. How the timeline and the estimate are built.

Beacon Pointe Advisors, LLC held 108,613 BSM shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 108,613 shares
    Change vs previous 13F +6,407 shares

    0.01% of the 13F portfolio, value $1,517,324.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 102,206 shares
    Change vs previous 13F +22,414 shares

    0.01% of the 13F portfolio, value $1,545,355.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 79,792 shares
    Change vs previous 13F +4,002 shares

    0.01% of the 13F portfolio, value $1,060,436.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 75,790 shares
    Change vs previous 13F -24,113 shares

    0.01% of the 13F portfolio, value $995,881.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 99,903 shares
    Change vs previous 13F +125 shares

    0.01% of the 13F portfolio, value $1,306,731.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 99,778 shares
    Change vs previous 13F +6,485 shares

    0.02% of the 13F portfolio, value $1,523,610.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 93,293 shares
    Change vs previous 13F +30,639 shares

    0.02% of the 13F portfolio, value $1,362,078.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 62,654 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $946,075.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).