Beacon Pointe Advisors, LLC: SGOV position timeline

Beacon Pointe Advisors, LLC held 195,139 SGOV 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 195,139 shares

   Change vs previous 13F -29,629 shares

   0.09% of the 13F portfolio, value $19,644,627.

   13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, LLC
   Filed 2026-08-18 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 224,768 shares

   Change vs previous 13F +18,941 shares

   0.12% of the 13F portfolio, value $22,625,165.

   13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 205,827 shares

   Change vs previous 13F +13,907 shares

   0.15% of the 13F portfolio, value $20,660,899.

   13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, LLC
   Filed 2026-02-18 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 191,920 shares

   Change vs previous 13F +191,920 shares

   0.16% of the 13F portfolio, value $19,326,364.

   13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, LLC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 0 shares

   Change vs previous 13F not available

   13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.