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Beacon Pointe Advisors, LLC: SBR position timeline

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

Beacon Pointe Advisors, LLC held 252,353 SBR 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 252,353 shares
    Change vs previous 13F +30,386 shares

    0.09% of the 13F portfolio, value $18,472,244.

    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 221,967 shares
    Change vs previous 13F +135,578 shares

    0.09% of the 13F portfolio, value $16,647,519.

    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 86,389 shares
    Change vs previous 13F +805 shares

    0.04% of the 13F portfolio, value $5,923,694.

    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 85,584 shares
    Change vs previous 13F -110,310 shares

    0.06% of the 13F portfolio, value $6,799,649.

    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 195,894 shares
    Change vs previous 13F +2,443 shares

    0.14% of the 13F portfolio, value $13,017,169.

    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 193,451 shares
    Change vs previous 13F +5,340 shares

    0.15% of the 13F portfolio, value $13,050,222.

    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 188,111 shares
    Change vs previous 13F +139,836 shares

    0.14% of the 13F portfolio, value $12,191,452.

    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 48,275 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,974,223.

    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).