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Beacon Pointe Advisors, LLC: SHOP position timeline

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

Beacon Pointe Advisors, LLC held 50,200 SHOP 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 50,200 shares
    Change vs previous 13F -6,093 shares

    0.03% of the 13F portfolio, value $5,731,859.

    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 56,293 shares
    Change vs previous 13F +8,178 shares

    0.04% of the 13F portfolio, value $6,677,503.

    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 48,115 shares
    Change vs previous 13F +22,033 shares

    0.05% of the 13F portfolio, value $7,745,090.

    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 26,082 shares
    Change vs previous 13F +3,938 shares

    0.03% of the 13F portfolio, value $3,876,094.

    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 22,144 shares
    Change vs previous 13F +1,942 shares

    0.03% of the 13F portfolio, value $2,554,310.

    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 20,202 shares
    Change vs previous 13F +5,481 shares

    0.02% of the 13F portfolio, value $1,928,912.

    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 14,721 shares
    Change vs previous 13F -944 shares

    0.02% of the 13F portfolio, value $1,565,311.

    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 15,665 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,255,393.

    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).