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Beacon Pointe Advisors, LLC: BXSL position timeline

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

Beacon Pointe Advisors, LLC held 43,163 BXSL 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 43,163 shares
    Change vs previous 13F -255,929 shares

    <0.01% of the 13F portfolio, value $1,023,395.

    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 299,092 shares
    Change vs previous 13F +228,915 shares

    0.04% of the 13F portfolio, value $7,089,588.

    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 70,177 shares
    Change vs previous 13F -182,063 shares

    0.01% of the 13F portfolio, value $1,847,761.

    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 252,240 shares
    Change vs previous 13F +43,980 shares

    0.06% of the 13F portfolio, value $6,578,694.

    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 208,260 shares
    Change vs previous 13F +2,855 shares

    0.07% of the 13F portfolio, value $6,403,995.

    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 205,405 shares
    Change vs previous 13F +180,015 shares

    0.07% of the 13F portfolio, value $6,646,906.

    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 25,390 shares
    Change vs previous 13F +915 shares

    0.01% of the 13F portfolio, value $820,351.

    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 24,475 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $716,873.

    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).