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Beacon Pointe Advisors, LLC: BSV position timeline

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

Beacon Pointe Advisors, LLC held 1,303,886 BSV 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 1,303,886 shares
    Change vs previous 13F +76,813 shares

    0.47% of the 13F portfolio, value $101,585,789.

    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 1,227,073 shares
    Change vs previous 13F +51,463 shares

    0.51% of the 13F portfolio, value $96,214,812.

    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 1,175,610 shares
    Change vs previous 13F +69,729 shares

    0.65% of the 13F portfolio, value $92,649,797.

    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 1,105,881 shares
    Change vs previous 13F +823,684 shares

    0.74% of the 13F portfolio, value $87,265,068.

    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 282,197 shares
    Change vs previous 13F +11,681 shares

    0.23% of the 13F portfolio, value $22,208,897.

    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 270,516 shares
    Change vs previous 13F +14,025 shares

    0.24% of the 13F portfolio, value $21,176,020.

    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 256,491 shares
    Change vs previous 13F +607 shares

    0.22% of the 13F portfolio, value $19,819,057.

    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 255,884 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $20,135,477.

    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).