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Beacon Pointe Advisors, LLC: BSMW position timeline

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

Beacon Pointe Advisors, LLC held 10,027 BSMW 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 10,027 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $252,079.

    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 10,027 shares
    Change vs previous 13F +797 shares

    <0.01% of the 13F portfolio, value $249,210.

    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 9,230 shares
    Change vs previous 13F -7,140 shares

    <0.01% of the 13F portfolio, value $231,766.

    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 16,370 shares
    Change vs previous 13F +5,242 shares

    <0.01% of the 13F portfolio, value $408,841.

    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 11,128 shares
    Change vs previous 13F -2,014 shares

    <0.01% of the 13F portfolio, value $272,413.

    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 13,142 shares
    Change vs previous 13F +614 shares

    <0.01% of the 13F portfolio, value $323,301.

    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 12,528 shares
    Change vs previous 13F +232 shares

    <0.01% of the 13F portfolio, value $314,320.

    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 12,296 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $315,149.

    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).