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Beacon Pointe Advisors, LLC: SPEM position timeline

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

Beacon Pointe Advisors, LLC held 839,386 SPEM 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 839,386 shares
    Change vs previous 13F -40,809 shares

    0.2% of the 13F portfolio, value $43,463,424.

    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 880,195 shares
    Change vs previous 13F +352,613 shares

    0.22% of the 13F portfolio, value $41,289,961.

    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 527,582 shares
    Change vs previous 13F +36,145 shares

    0.17% of the 13F portfolio, value $24,696,103.

    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 491,437 shares
    Change vs previous 13F -93,620 shares

    0.2% of the 13F portfolio, value $23,004,146.

    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 585,057 shares
    Change vs previous 13F -496 shares

    0.26% of the 13F portfolio, value $25,005,345.

    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 585,553 shares
    Change vs previous 13F +38,029 shares

    0.26% of the 13F portfolio, value $23,053,223.

    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 547,524 shares
    Change vs previous 13F -21,938 shares

    0.23% of the 13F portfolio, value $21,008,485.

    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 569,462 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $23,507,393.

    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).