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Beacon Pointe Advisors, LLC: PSLV position timeline

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

Beacon Pointe Advisors, LLC held 1,332,949 PSLV 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 1,332,949 shares
    Change vs previous 13F +9,324 shares

    0.12% of the 13F portfolio, value $25,152,740.

    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 1,323,625 shares
    Change vs previous 13F +47,366 shares

    0.17% of the 13F portfolio, value $32,283,204.

    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 1,276,259 shares
    Change vs previous 13F +7,022 shares

    0.21% of the 13F portfolio, value $30,183,516.

    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 1,269,237 shares
    Change vs previous 13F +1,107,137 shares

    0.17% of the 13F portfolio, value $19,927,021.

    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 162,100 shares
    Change vs previous 13F -18,450 shares

    0.02% of the 13F portfolio, value $1,984,104.

    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 180,550 shares
    Change vs previous 13F -24,300 shares

    0.02% of the 13F portfolio, value $2,094,380.

    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 204,850 shares
    Change vs previous 13F -2,300 shares

    0.02% of the 13F portfolio, value $1,976,803.

    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 207,150 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,164,718.

    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).