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Beacon Pointe Advisors, LLC: SPMD position timeline

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

Beacon Pointe Advisors, LLC held 201,214 SPMD 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 201,214 shares
    Change vs previous 13F +12,147 shares

    0.06% of the 13F portfolio, value $13,593,997.

    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 189,067 shares
    Change vs previous 13F +108,893 shares

    0.06% of the 13F portfolio, value $11,196,549.

    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 80,174 shares
    Change vs previous 13F -2,784 shares

    0.03% of the 13F portfolio, value $4,642,867.

    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 82,958 shares
    Change vs previous 13F -98,172 shares

    0.04% of the 13F portfolio, value $4,744,380.

    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 181,130 shares
    Change vs previous 13F +7,124 shares

    0.1% of the 13F portfolio, value $9,849,861.

    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 174,006 shares
    Change vs previous 13F -5,886 shares

    0.1% of the 13F portfolio, value $8,905,633.

    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 179,892 shares
    Change vs previous 13F -5,556 shares

    0.11% of the 13F portfolio, value $9,838,271.

    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 185,448 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $10,140,323.

    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).