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Beacon Pointe Advisors, LLC: SYK position timeline

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

Beacon Pointe Advisors, LLC held 40,773 SYK 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 40,773 shares
    Change vs previous 13F -4,738 shares

    0.06% of the 13F portfolio, value $12,837,805.

    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 45,511 shares
    Change vs previous 13F +25,008 shares

    0.08% of the 13F portfolio, value $14,954,404.

    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 20,503 shares
    Change vs previous 13F +7,122 shares

    0.05% of the 13F portfolio, value $7,206,328.

    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 13,381 shares
    Change vs previous 13F -19,390 shares

    0.04% of the 13F portfolio, value $4,946,632.

    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 32,771 shares
    Change vs previous 13F -261 shares

    0.14% of the 13F portfolio, value $12,965,118.

    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 33,032 shares
    Change vs previous 13F -546 shares

    0.14% of the 13F portfolio, value $12,296,293.

    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 33,578 shares
    Change vs previous 13F -1,237 shares

    0.13% of the 13F portfolio, value $12,089,751.

    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 34,815 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $12,577,281.

    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).