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Beacon Pointe Advisors, LLC: SPDW position timeline

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

Beacon Pointe Advisors, LLC held 900,196 SPDW 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 900,196 shares
    Change vs previous 13F +108,802 shares

    0.21% of the 13F portfolio, value $45,360,869.

    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 791,394 shares
    Change vs previous 13F +133,342 shares

    0.19% of the 13F portfolio, value $36,127,119.

    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 658,052 shares
    Change vs previous 13F +250,391 shares

    0.21% of the 13F portfolio, value $29,224,108.

    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 407,661 shares
    Change vs previous 13F +290,093 shares

    0.15% of the 13F portfolio, value $17,443,820.

    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 117,568 shares
    Change vs previous 13F +444 shares

    0.05% of the 13F portfolio, value $4,760,347.

    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 117,124 shares
    Change vs previous 13F -23,040 shares

    0.05% of the 13F portfolio, value $4,264,500.

    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 140,164 shares
    Change vs previous 13F -1,887 shares

    0.05% of the 13F portfolio, value $4,783,781.

    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 142,051 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,335,454.

    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).