Beacon Pointe Advisors, LLC

SEC CIK: 0001744317
Latest filing: Aug 18, 2026

SEC filings (opens in a new tab)

SUN holding history

Sunoco LP 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.

SUN overview All 13F holders of SUN Full Q2 2026 holdings

Shares (Q2 2026): 136,702
Value: $9.23M
% of portfolio: <0.1%
Quarters held: 3; Since Q2 2022

Holdings of SUN by Beacon Pointe Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	136,702	$9.23M	<0.1%	−1,817−1.3%	Reduced	Holders
Q1 2026	138,519	$9.00M	<0.1%	+138,519	New	Holders
Q3 2022	0	$0	0.0%	−6,808−100.0%	Sold out	Holders
Q2 2022	6,808	$253.0K	<0.1%	+6,808	New	Holders