Skip to content
Disclosery

Beacon Pointe Advisors, LLC: SPDN position timeline

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

Beacon Pointe Advisors, LLC held 0 SPDN shares at 2025-12-31 per its 13F-HR filed 2026-02-18.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -14,800 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 14,800 shares
    Change vs previous 13F -25,850 shares

    <0.01% of the 13F portfolio, value $142,228.

    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).

  3. period ended2025-06-30
    13F 40,650 shares
    Change vs previous 13F -48,000 shares

    <0.01% of the 13F portfolio, value $418,695.

    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).

  4. period ended2025-03-31
    13F 88,650 shares
    Change vs previous 13F -20,450 shares

    0.01% of the 13F portfolio, value $1,027,454.

    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).

  5. period ended2024-12-31
    13F 109,100 shares
    Change vs previous 13F -44,000 shares

    0.01% of the 13F portfolio, value $1,201,191.

    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).

  6. period ended2024-09-30
    13F 153,100 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,714,720.

    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).