Skip to content
Disclosery

Beacon Pointe Advisors, LLC: SMH position timeline

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

Beacon Pointe Advisors, LLC held 31,603 SMH 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 31,603 shares
    Change vs previous 13F +6,125 shares

    0.1% of the 13F portfolio, value $20,728,256.

    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 25,478 shares
    Change vs previous 13F +8,356 shares

    0.05% of the 13F portfolio, value $9,768,451.

    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 17,122 shares
    Change vs previous 13F -1,199 shares

    0.04% of the 13F portfolio, value $6,166,276.

    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 18,321 shares
    Change vs previous 13F -7,430 shares

    0.05% of the 13F portfolio, value $5,979,355.

    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 25,751 shares
    Change vs previous 13F -2,293 shares

    0.08% of the 13F portfolio, value $7,181,413.

    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 28,044 shares
    Change vs previous 13F -1,947 shares

    0.07% of the 13F portfolio, value $5,930,450.

    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 29,991 shares
    Change vs previous 13F -1,913 shares

    0.08% of the 13F portfolio, value $7,262,848.

    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 31,904 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,830,930.

    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).