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Beacon Pointe Advisors, LLC: SMMV position timeline

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

Beacon Pointe Advisors, LLC held 65,006 SMMV 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 65,006 shares
    Change vs previous 13F +161 shares

    0.01% of the 13F portfolio, value $2,992,886.

    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 64,845 shares
    Change vs previous 13F -2,442 shares

    0.01% of the 13F portfolio, value $2,828,343.

    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 67,287 shares
    Change vs previous 13F -586 shares

    0.02% of the 13F portfolio, value $2,915,557.

    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 67,873 shares
    Change vs previous 13F +7,131 shares

    0.02% of the 13F portfolio, value $2,921,926.

    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 60,742 shares
    Change vs previous 13F -1,136 shares

    0.03% of the 13F portfolio, value $2,551,784.

    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 61,878 shares
    Change vs previous 13F -3,800 shares

    0.03% of the 13F portfolio, value $2,564,861.

    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 65,678 shares
    Change vs previous 13F -11,483 shares

    0.03% of the 13F portfolio, value $2,722,994.

    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 77,161 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,148,181.

    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).