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Beacon Pointe Advisors, LLC: SLV position timeline

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

Beacon Pointe Advisors, LLC held 236,215 SLV 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 236,215 shares
    Change vs previous 13F +16,765 shares

    0.06% of the 13F portfolio, value $12,630,424.

    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 219,450 shares
    Change vs previous 13F +23,148 shares

    0.08% of the 13F portfolio, value $14,953,327.

    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 196,302 shares
    Change vs previous 13F +10,534 shares

    0.09% of the 13F portfolio, value $12,645,768.

    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 185,768 shares
    Change vs previous 13F +14,639 shares

    0.07% of the 13F portfolio, value $7,870,986.

    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 171,129 shares
    Change vs previous 13F +7,078 shares

    0.06% of the 13F portfolio, value $5,614,743.

    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 164,051 shares
    Change vs previous 13F -2,874 shares

    0.06% of the 13F portfolio, value $5,083,941.

    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 166,925 shares
    Change vs previous 13F +6,350 shares

    0.05% of the 13F portfolio, value $4,395,136.

    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 160,575 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,561,936.

    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).