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Beacon Pointe Advisors, LLC: SNY position timeline

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

Beacon Pointe Advisors, LLC held 218,432 SNY 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 218,432 shares
    Change vs previous 13F +23,491 shares

    0.04% of the 13F portfolio, value $9,318,310.

    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 194,941 shares
    Change vs previous 13F +173,787 shares

    0.05% of the 13F portfolio, value $9,392,258.

    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 21,154 shares
    Change vs previous 13F -4,019 shares

    0.01% of the 13F portfolio, value $1,025,145.

    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 25,173 shares
    Change vs previous 13F -10,136 shares

    0.01% of the 13F portfolio, value $1,188,162.

    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 35,309 shares
    Change vs previous 13F -794 shares

    0.02% of the 13F portfolio, value $1,705,778.

    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 36,103 shares
    Change vs previous 13F -124 shares

    0.02% of the 13F portfolio, value $2,002,272.

    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 36,227 shares
    Change vs previous 13F -1,653 shares

    0.02% of the 13F portfolio, value $1,747,228.

    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 37,880 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,183,024.

    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).