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Beacon Pointe Advisors, LLC: DFLV position timeline

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

Beacon Pointe Advisors, LLC held 2,312,335 DFLV 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 2,312,335 shares
    Change vs previous 13F +121,301 shares

    0.43% of the 13F portfolio, value $91,429,709.

    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 2,191,034 shares
    Change vs previous 13F +115,795 shares

    0.41% of the 13F portfolio, value $78,241,831.

    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 2,075,239 shares
    Change vs previous 13F +223,151 shares

    0.5% of the 13F portfolio, value $70,993,940.

    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 1,852,088 shares
    Change vs previous 13F +1,045,291 shares

    0.52% of the 13F portfolio, value $60,933,701.

    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 806,797 shares
    Change vs previous 13F +18,975 shares

    0.26% of the 13F portfolio, value $25,026,855.

    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 787,822 shares
    Change vs previous 13F +40,592 shares

    0.27% of the 13F portfolio, value $24,083,723.

    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 747,230 shares
    Change vs previous 13F +20,428 shares

    0.25% of the 13F portfolio, value $22,439,314.

    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 726,802 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $22,392,761.

    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).