Skip to content
Disclosery

Beacon Pointe Advisors, LLC: SPG position timeline

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

Beacon Pointe Advisors, LLC held 42,639 SPG 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 42,639 shares
    Change vs previous 13F +1,153 shares

    0.04% of the 13F portfolio, value $9,536,316.

    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 41,486 shares
    Change vs previous 13F +11,994 shares

    0.04% of the 13F portfolio, value $7,738,465.

    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 29,492 shares
    Change vs previous 13F +864 shares

    0.04% of the 13F portfolio, value $5,459,342.

    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 28,628 shares
    Change vs previous 13F -2,845 shares

    0.05% of the 13F portfolio, value $5,372,702.

    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 31,473 shares
    Change vs previous 13F -1,991 shares

    0.05% of the 13F portfolio, value $5,059,676.

    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 33,464 shares
    Change vs previous 13F +3,088 shares

    0.06% of the 13F portfolio, value $5,557,747.

    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 30,376 shares
    Change vs previous 13F -7,426 shares

    0.06% of the 13F portfolio, value $5,231,119.

    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 37,802 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $6,389,316.

    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).