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Beacon Pointe Advisors, LLC: SPY position timeline

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

Beacon Pointe Advisors, LLC held 265,392 SPY 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 265,392 shares
    Change vs previous 13F -2,030 shares

    0.92% of the 13F portfolio, value $198,190,800.

    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 267,422 shares
    Change vs previous 13F +43,349 shares

    0.92% of the 13F portfolio, value $173,918,374.

    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 224,073 shares
    Change vs previous 13F +11,372 shares

    1.07% of the 13F portfolio, value $152,802,955.

    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 212,701 shares
    Change vs previous 13F +47,957 shares

    1.2% of the 13F portfolio, value $141,700,145.

    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 164,744 shares
    Change vs previous 13F -13,973 shares

    1.06% of the 13F portfolio, value $101,786,987.

    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 178,717 shares
    Change vs previous 13F +716 shares

    1.12% of the 13F portfolio, value $99,972,753.

    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 178,001 shares
    Change vs previous 13F +58,751 shares

    1.16% of the 13F portfolio, value $104,323,032.

    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 119,250 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $68,420,622.

    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).