Filer Snapshot

Beach Point Advisors LLC

CIK 0001537618. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

100

Latest filing

27 Feb 2023

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: Forms 3/4/5 owner position for LLAP. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Largest parsed holding

Populates from the latest parsed 13F information table.

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13D/G large stake

No recent parsed 13D/G stake row for this CIK.

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Source: SEC Forms 3/4/5

4 filed on 27 Feb 2023 for CIK 0001537618.

View source filing
Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

Forms 3/4/5 positions$4.58M

Reporting-owner positions with enough filing detail to estimate value.

Forms 3/4/5 position value

3/4/5
$4.58M

Estimated from parsed Forms 3/4/5 when filings include enough share and price data.

Source: Forms 3/4/5Confidence: Estimated when price data is available

Largest linked holdings

Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.

LLAP
How to read these SEC ownership signals
  • Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
  • Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
  • Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
1620 26 Th Street, Suite 6000 N, Santa Monica, CA, 90404
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
DE
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Beach Point Advisors LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Quick read

  • Forms 3/4/5 show insider context for LLAP worth $4.58M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio No rows yet

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 1 rows

Officer, director, and 10% owner holdings or transactions.

Open

Forms 3/4/5 insider context

LLAP

25 Mar 2022 · 10% owner

$4.58M

Latest update

What changed recently for Beach Point Advisors LLC

Ownership report updated

Latest ownership report period: 25 Mar 2022. Open the source-backed page to inspect the fresh filing or facts context.

Update date

08 Apr 2022

Page type

Ownership filings

Latest period

25 Mar 2022

Ownership context was refreshed from SEC Forms 3/4/5 filed on 08 Apr 2022.

Benchmark Context

Benchmark context for this company

Beach Point Advisors LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest ownership report period: 25 Mar 2022. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

SEC filing record

CIK 0001537618 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
100
First seen
19 Dec 2011
Latest filing
27 Feb 2023
Entity
Company

Latest Filings

Showing the latest 12 of 100 SEC filings for Beach Point Advisors LLC.

4 File 001-40170

4 filing

Filing date
27 Feb 2023
Reporting date
27 Feb 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-40170

4 filing

Filing date
27 Feb 2023
Reporting date
27 Feb 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-40170

4 filing

Filing date
23 Feb 2023
Reporting date
23 Feb 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-40170

4 filing

Filing date
23 Feb 2023
Reporting date
23 Feb 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-40170

4 filing

Filing date
22 Feb 2023
Reporting date
22 Feb 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-40170

4 filing

Filing date
22 Feb 2023
Reporting date
22 Feb 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-40170

4 filing

Filing date
06 Feb 2023
Reporting date
06 Feb 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-40170

4 filing

Filing date
06 Feb 2023
Reporting date
06 Feb 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-40170

4 filing

Filing date
03 Feb 2023
Reporting date
03 Feb 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-40170

4 filing

Filing date
03 Feb 2023
Reporting date
03 Feb 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-40170

4 filing

Filing date
02 Feb 2023
Reporting date
02 Feb 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
4 File 001-40170

4 filing

Filing date
02 Feb 2023
Reporting date
02 Feb 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
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