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Beacon Pointe Advisors, LLC: SHM position timeline

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

Beacon Pointe Advisors, LLC held 146,608 SHM 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 146,608 shares
    Change vs previous 13F -8,774 shares

    0.03% of the 13F portfolio, value $7,032,052.

    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 155,382 shares
    Change vs previous 13F +30,270 shares

    0.04% of the 13F portfolio, value $7,431,898.

    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 125,112 shares
    Change vs previous 13F +8,080 shares

    0.04% of the 13F portfolio, value $6,004,116.

    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 117,032 shares
    Change vs previous 13F -4,104 shares

    0.05% of the 13F portfolio, value $5,643,307.

    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 121,136 shares
    Change vs previous 13F -528 shares

    0.06% of the 13F portfolio, value $5,793,917.

    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 121,664 shares
    Change vs previous 13F -6,230 shares

    0.07% of the 13F portfolio, value $5,791,217.

    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 127,894 shares
    Change vs previous 13F -33,446 shares

    0.07% of the 13F portfolio, value $6,060,914.

    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 161,340 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,766,910.

    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).