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Beacon Pointe Advisors, LLC: SLB position timeline

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

Beacon Pointe Advisors, LLC held 43,270 SLB 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 43,270 shares
    Change vs previous 13F -3,845 shares

    0.01% of the 13F portfolio, value $2,011,632.

    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 47,115 shares
    Change vs previous 13F +13,509 shares

    0.01% of the 13F portfolio, value $2,421,218.

    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 33,606 shares
    Change vs previous 13F -2,329 shares

    0.01% of the 13F portfolio, value $1,289,784.

    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 35,935 shares
    Change vs previous 13F -2,911 shares

    0.01% of the 13F portfolio, value $1,235,076.

    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 38,846 shares
    Change vs previous 13F -5,564 shares

    0.01% of the 13F portfolio, value $1,312,992.

    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 44,410 shares
    Change vs previous 13F -19,079 shares

    0.02% of the 13F portfolio, value $1,856,350.

    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 63,489 shares
    Change vs previous 13F -12,404 shares

    0.03% of the 13F portfolio, value $2,434,177.

    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 75,893 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,183,712.

    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).