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Beacon Pointe Advisors, LLC: SH position timeline

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

Beacon Pointe Advisors, LLC held 9,157 SH 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 9,157 shares
    Change vs previous 13F -2,462 shares

    <0.01% of the 13F portfolio, value $302,365.

    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 11,619 shares
    Change vs previous 13F +1,576 shares

    <0.01% of the 13F portfolio, value $440,709.

    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 10,043 shares
    Change vs previous 13F -15,188 shares

    <0.01% of the 13F portfolio, value $361,850.

    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 25,231 shares
    Change vs previous 13F -9,973 shares

    0.01% of the 13F portfolio, value $932,554.

    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 35,204 shares
    Change vs previous 13F -24,927 shares

    0.01% of the 13F portfolio, value $1,396,895.

    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 60,131 shares
    Change vs previous 13F -12,355 shares

    0.03% of the 13F portfolio, value $2,679,458.

    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 72,486 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,071,977.

    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).