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Beacon Pointe Advisors, LLC: SHYG position timeline

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

Beacon Pointe Advisors, LLC held 32,948 SHYG 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 32,948 shares
    Change vs previous 13F +1,299 shares

    0.01% of the 13F portfolio, value $1,397,314.

    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 31,649 shares
    Change vs previous 13F +4,097 shares

    0.01% of the 13F portfolio, value $1,339,060.

    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 27,552 shares
    Change vs previous 13F +15,442 shares

    0.01% of the 13F portfolio, value $1,181,134.

    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 12,110 shares
    Change vs previous 13F -23,592 shares

    <0.01% of the 13F portfolio, value $524,360.

    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 35,702 shares
    Change vs previous 13F -6,035 shares

    0.02% of the 13F portfolio, value $1,540,175.

    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 41,737 shares
    Change vs previous 13F -554 shares

    0.02% of the 13F portfolio, value $1,774,655.

    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 42,291 shares
    Change vs previous 13F +2,605 shares

    0.02% of the 13F portfolio, value $1,802,005.

    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 39,686 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,723,165.

    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).