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Beacon Pointe Advisors, LLC: SUSA position timeline

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

Beacon Pointe Advisors, LLC held 54,403 SUSA 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 54,403 shares
    Change vs previous 13F +24,038 shares

    0.04% of the 13F portfolio, value $8,394,357.

    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 30,365 shares
    Change vs previous 13F +19,631 shares

    0.02% of the 13F portfolio, value $4,011,157.

    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 10,734 shares
    Change vs previous 13F +725 shares

    0.01% of the 13F portfolio, value $1,495,684.

    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 10,009 shares
    Change vs previous 13F +1,110 shares

    0.01% of the 13F portfolio, value $1,357,676.

    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 8,899 shares
    Change vs previous 13F -306 shares

    0.01% of the 13F portfolio, value $1,128,000.

    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 9,205 shares
    Change vs previous 13F +1,078 shares

    0.01% of the 13F portfolio, value $1,057,346.

    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 8,127 shares
    Change vs previous 13F -540 shares

    0.01% of the 13F portfolio, value $988,192.

    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 8,667 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,043,226.

    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).