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Beacon Pointe Advisors, LLC: S position timeline

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

Beacon Pointe Advisors, LLC held 26,554 S 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 26,554 shares
    Change vs previous 13F -264,680 shares

    <0.01% of the 13F portfolio, value $450,622.

    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 291,234 shares
    Change vs previous 13F +42,139 shares

    0.02% of the 13F portfolio, value $3,751,094.

    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 249,095 shares
    Change vs previous 13F -47,422 shares

    0.03% of the 13F portfolio, value $3,736,425.

    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 296,517 shares
    Change vs previous 13F +23,758 shares

    0.04% of the 13F portfolio, value $5,221,665.

    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 272,759 shares
    Change vs previous 13F +6,062 shares

    0.05% of the 13F portfolio, value $4,986,035.

    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 266,697 shares
    Change vs previous 13F +45,824 shares

    0.05% of the 13F portfolio, value $4,848,551.

    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 220,873 shares
    Change vs previous 13F +66,839 shares

    0.05% of the 13F portfolio, value $4,903,381.

    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 154,034 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,684,493.

    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).