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Beacon Pointe Advisors, LLC: AVUV position timeline

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

Beacon Pointe Advisors, LLC held 261,635 AVUV 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 261,635 shares
    Change vs previous 13F +144,828 shares

    0.15% of the 13F portfolio, value $32,641,560.

    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 116,807 shares
    Change vs previous 13F +5,400 shares

    0.07% of the 13F portfolio, value $12,903,623.

    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 111,407 shares
    Change vs previous 13F +30,971 shares

    0.08% of the 13F portfolio, value $11,361,242.

    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 80,436 shares
    Change vs previous 13F +15,750 shares

    0.07% of the 13F portfolio, value $8,005,829.

    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 64,686 shares
    Change vs previous 13F +1,866 shares

    0.06% of the 13F portfolio, value $5,892,885.

    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 62,820 shares
    Change vs previous 13F +21,963 shares

    0.06% of the 13F portfolio, value $5,475,999.

    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 40,857 shares
    Change vs previous 13F -1,234 shares

    0.04% of the 13F portfolio, value $3,943,956.

    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 42,091 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,038,650.

    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).