Skip to content
Disclosery

Beacon Pointe Advisors, LLC: SPGI position timeline

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

Beacon Pointe Advisors, LLC held 23,340 SPGI 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 23,340 shares
    Change vs previous 13F +204 shares

    0.04% of the 13F portfolio, value $9,505,378.

    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 23,136 shares
    Change vs previous 13F +16,259 shares

    0.05% of the 13F portfolio, value $9,840,522.

    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 6,877 shares
    Change vs previous 13F -89 shares

    0.03% of the 13F portfolio, value $3,593,863.

    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 6,966 shares
    Change vs previous 13F -271 shares

    0.03% of the 13F portfolio, value $3,390,307.

    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 7,237 shares
    Change vs previous 13F +871 shares

    0.04% of the 13F portfolio, value $3,816,036.

    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 6,366 shares
    Change vs previous 13F -1,185 shares

    0.04% of the 13F portfolio, value $3,234,561.

    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 7,551 shares
    Change vs previous 13F -1,296 shares

    0.04% of the 13F portfolio, value $3,760,437.

    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 8,847 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,570,712.

    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).