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Beacon Pointe Advisors, LLC: SOLV position timeline

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

Beacon Pointe Advisors, LLC held 19,224 SOLV 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 19,224 shares
    Change vs previous 13F -697 shares

    0.01% of the 13F portfolio, value $1,483,132.

    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 19,921 shares
    Change vs previous 13F -8,037 shares

    0.01% of the 13F portfolio, value $1,300,842.

    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 27,958 shares
    Change vs previous 13F -3,542 shares

    0.02% of the 13F portfolio, value $2,215,392.

    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 31,500 shares
    Change vs previous 13F +24,804 shares

    0.02% of the 13F portfolio, value $2,299,500.

    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 6,696 shares
    Change vs previous 13F -1,777 shares

    0.01% of the 13F portfolio, value $507,825.

    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 8,473 shares
    Change vs previous 13F -618 shares

    0.01% of the 13F portfolio, value $644,287.

    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 9,091 shares
    Change vs previous 13F +694 shares

    0.01% of the 13F portfolio, value $600,551.

    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 8,397 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $585,439.

    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).