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Beacon Pointe Advisors, LLC: SUB position timeline

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

Beacon Pointe Advisors, LLC held 343,233 SUB 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 343,233 shares
    Change vs previous 13F -41,982 shares

    0.17% of the 13F portfolio, value $36,544,032.

    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 385,215 shares
    Change vs previous 13F +40,376 shares

    0.22% of the 13F portfolio, value $41,025,415.

    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 344,839 shares
    Change vs previous 13F +3,146 shares

    0.26% of the 13F portfolio, value $36,794,358.

    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 341,693 shares
    Change vs previous 13F +42,797 shares

    0.31% of the 13F portfolio, value $36,485,940.

    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 298,896 shares
    Change vs previous 13F +23,401 shares

    0.33% of the 13F portfolio, value $31,784,600.

    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 275,495 shares
    Change vs previous 13F +105,110 shares

    0.33% of the 13F portfolio, value $29,092,275.

    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 170,385 shares
    Change vs previous 13F -5,139 shares

    0.2% of the 13F portfolio, value $17,972,176.

    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 175,524 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $18,638,845.

    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).