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Beacon Pointe Advisors, LLC: SPYG position timeline

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

Beacon Pointe Advisors, LLC held 89,809 SPYG 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 89,809 shares
    Change vs previous 13F +449 shares

    0.05% of the 13F portfolio, value $10,686,397.

    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 89,360 shares
    Change vs previous 13F +26,759 shares

    0.05% of the 13F portfolio, value $8,749,235.

    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 62,601 shares
    Change vs previous 13F +1,132 shares

    0.05% of the 13F portfolio, value $6,679,565.

    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 61,469 shares
    Change vs previous 13F +4,466 shares

    0.05% of the 13F portfolio, value $6,424,131.

    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 57,003 shares
    Change vs previous 13F -36,043 shares

    0.06% of the 13F portfolio, value $5,433,518.

    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 93,046 shares
    Change vs previous 13F +35,547 shares

    0.08% of the 13F portfolio, value $7,478,071.

    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 57,499 shares
    Change vs previous 13F -35,163 shares

    0.06% of the 13F portfolio, value $5,054,179.

    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 92,662 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,685,405.

    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).