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Beacon Pointe Advisors, LLC: SOFI position timeline

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

Beacon Pointe Advisors, LLC held 52,919 SOFI 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 52,919 shares
    Change vs previous 13F +2,018 shares

    <0.01% of the 13F portfolio, value $948,838.

    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 50,901 shares
    Change vs previous 13F +24,944 shares

    <0.01% of the 13F portfolio, value $808,306.

    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 25,957 shares
    Change vs previous 13F +3,839 shares

    <0.01% of the 13F portfolio, value $679,551.

    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 22,118 shares
    Change vs previous 13F -85,708 shares

    <0.01% of the 13F portfolio, value $584,358.

    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 107,826 shares
    Change vs previous 13F -23,903 shares

    0.02% of the 13F portfolio, value $1,963,513.

    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 131,729 shares
    Change vs previous 13F -42,145 shares

    0.02% of the 13F portfolio, value $1,532,009.

    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 173,874 shares
    Change vs previous 13F +26,734 shares

    0.03% of the 13F portfolio, value $2,677,660.

    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 147,140 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,156,520.

    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).