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Beacon Pointe Advisors, LLC: SPLV position timeline

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

Beacon Pointe Advisors, LLC held 46,467 SPLV 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 46,467 shares
    Change vs previous 13F +19,479 shares

    0.02% of the 13F portfolio, value $3,480,407.

    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 26,988 shares
    Change vs previous 13F +6,126 shares

    0.01% of the 13F portfolio, value $1,973,933.

    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 20,862 shares
    Change vs previous 13F +355 shares

    0.01% of the 13F portfolio, value $1,489,957.

    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 20,507 shares
    Change vs previous 13F +1,639 shares

    0.01% of the 13F portfolio, value $1,506,873.

    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 18,868 shares
    Change vs previous 13F +227 shares

    0.01% of the 13F portfolio, value $1,373,961.

    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 18,641 shares
    Change vs previous 13F -52 shares

    0.02% of the 13F portfolio, value $1,392,845.

    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 18,693 shares
    Change vs previous 13F +431 shares

    0.01% of the 13F portfolio, value $1,308,476.

    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 18,262 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,309,946.

    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).