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Beacon Pointe Advisors, LLC: STPZ position timeline

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

Beacon Pointe Advisors, LLC held 59,898 STPZ 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 59,898 shares
    Change vs previous 13F -3,095 shares

    0.01% of the 13F portfolio, value $3,194,954.

    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 62,993 shares
    Change vs previous 13F +6,525 shares

    0.02% of the 13F portfolio, value $3,408,338.

    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 56,468 shares
    Change vs previous 13F -16,128 shares

    0.02% of the 13F portfolio, value $3,030,073.

    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 72,596 shares
    Change vs previous 13F -19,350 shares

    0.03% of the 13F portfolio, value $3,933,114.

    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 91,946 shares
    Change vs previous 13F -12,310 shares

    0.05% of the 13F portfolio, value $4,947,614.

    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 104,256 shares
    Change vs previous 13F -6,175 shares

    0.06% of the 13F portfolio, value $5,631,909.

    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 110,431 shares
    Change vs previous 13F -13,580 shares

    0.06% of the 13F portfolio, value $5,775,453.

    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 124,011 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,550,869.

    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).