Skip to content
Disclosery

Beacon Pointe Advisors, LLC: CVS position timeline

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

Beacon Pointe Advisors, LLC held 22,276 CVS 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 22,276 shares
    Change vs previous 13F -4,719 shares

    0.01% of the 13F portfolio, value $2,302,699.

    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 26,995 shares
    Change vs previous 13F +10,121 shares

    0.01% of the 13F portfolio, value $1,938,795.

    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 16,874 shares
    Change vs previous 13F -363 shares

    0.01% of the 13F portfolio, value $1,339,111.

    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 17,237 shares
    Change vs previous 13F -1,235 shares

    0.01% of the 13F portfolio, value $1,299,494.

    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 18,472 shares
    Change vs previous 13F +531 shares

    0.01% of the 13F portfolio, value $1,274,215.

    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 17,941 shares
    Change vs previous 13F -2,037 shares

    0.01% of the 13F portfolio, value $1,215,517.

    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 19,978 shares
    Change vs previous 13F -17,091 shares

    0.01% of the 13F portfolio, value $896,799.

    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 37,069 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,330,934.

    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).