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Beacon Pointe Advisors, LLC: SRLN position timeline

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

Beacon Pointe Advisors, LLC held 59,664 SRLN 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 59,664 shares
    Change vs previous 13F -1,264 shares

    0.01% of the 13F portfolio, value $2,403,856.

    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 60,928 shares
    Change vs previous 13F +2,055 shares

    0.01% of the 13F portfolio, value $2,445,650.

    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 58,873 shares
    Change vs previous 13F -14,331 shares

    0.02% of the 13F portfolio, value $2,429,689.

    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 73,204 shares
    Change vs previous 13F -3,829 shares

    0.03% of the 13F portfolio, value $3,043,823.

    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 77,033 shares
    Change vs previous 13F -7,329 shares

    0.03% of the 13F portfolio, value $3,203,802.

    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 84,362 shares
    Change vs previous 13F -14,461 shares

    0.04% of the 13F portfolio, value $3,469,809.

    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 98,823 shares
    Change vs previous 13F -29,368 shares

    0.05% of the 13F portfolio, value $4,123,884.

    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 128,191 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $5,353,269.

    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).