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Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

AOS holding history

Smith A O Corp in every 13F filed by Beacon Pointe Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AOS overviewAll 13F holders of AOSFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q3 2021
Holdings of AOS by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−3,465−100.0%Sold outHolders
Q2 20253,465$227.2K<0.1%00.0%UnchangedHolders
Q1 20253,465$226.5K<0.1%−7,715−69.0%ReducedHolders
Q4 202411,180$762.6K<0.1%−52,600−82.5%ReducedHolders
Q3 202463,780$5.73M0.1%−3,783−5.6%ReducedHolders
Q2 202467,563$5.53M0.1%+17,523+35.0%AddedHolders
Q1 202450,040$4.48M<0.1%+688+1.4%AddedHolders
Q4 202349,352$4.07M<0.1%−14,500−22.7%ReducedHolders
Q3 202363,852$4.22M0.1%+41,250+182.5%AddedHolders
Q2 202322,602$1.64M<0.1%+83+0.4%AddedHolders
Q1 202322,519$1.56M<0.1%−3,551−13.6%ReducedHolders
Q4 202226,070$1.49M<0.1%−44,888−63.3%ReducedHolders
Q3 202270,958$3.45M0.1%−5,795−7.6%ReducedHolders
Q2 202276,753$4.24M0.1%−29,163−27.5%ReducedHolders
Q1 2022105,916$6.77M0.1%+105,916NewHolders
Q4 20210$00.0%−75,172−100.0%Sold outHolders
Q3 202175,172$4.59M0.1%+75,172NewHolders