Skip to content
Disclosery

Beacon Pointe Advisors, LLC: SPYM position timeline

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

Beacon Pointe Advisors, LLC held 243,843 SPYM 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 243,843 shares
    Change vs previous 13F +112,129 shares

    0.1% of the 13F portfolio, value $21,428,918.

    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 131,714 shares
    Change vs previous 13F +18,333 shares

    0.05% of the 13F portfolio, value $10,081,425.

    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 113,381 shares
    Change vs previous 13F +19,576 shares

    0.06% of the 13F portfolio, value $9,095,385.

    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 93,805 shares
    Change vs previous 13F +37,489 shares

    0.06% of the 13F portfolio, value $7,348,678.

    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 56,316 shares
    Change vs previous 13F +1,319 shares

    0.04% of the 13F portfolio, value $4,093,607.

    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 54,997 shares
    Change vs previous 13F +321 shares

    0.04% of the 13F portfolio, value $3,616,579.

    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 54,676 shares
    Change vs previous 13F -5,081 shares

    0.04% of the 13F portfolio, value $3,769,369.

    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 59,757 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,034,201.

    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).