Skip to content
Disclosery

Beacon Pointe Advisors, LLC: SDY position timeline

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

Beacon Pointe Advisors, LLC held 52,509 SDY 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 52,509 shares
    Change vs previous 13F +144 shares

    0.04% of the 13F portfolio, value $7,990,834.

    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 52,365 shares
    Change vs previous 13F -3,684 shares

    0.04% of the 13F portfolio, value $7,642,099.

    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 56,049 shares
    Change vs previous 13F -958 shares

    0.05% of the 13F portfolio, value $7,799,784.

    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 57,007 shares
    Change vs previous 13F +23,284 shares

    0.07% of the 13F portfolio, value $7,983,793.

    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 33,723 shares
    Change vs previous 13F +149 shares

    0.05% of the 13F portfolio, value $4,577,219.

    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 33,574 shares
    Change vs previous 13F -281 shares

    0.05% of the 13F portfolio, value $4,555,343.

    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 33,855 shares
    Change vs previous 13F +432 shares

    0.05% of the 13F portfolio, value $4,472,217.

    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 33,423 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,747,346.

    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).