Skip to content
Disclosery

Beacon Pointe Advisors, LLC: DFSV position timeline

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

Beacon Pointe Advisors, LLC held 848,190 DFSV 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 848,190 shares
    Change vs previous 13F +32,613 shares

    0.15% of the 13F portfolio, value $32,901,280.

    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 815,577 shares
    Change vs previous 13F -97,037 shares

    0.15% of the 13F portfolio, value $28,577,823.

    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 912,614 shares
    Change vs previous 13F -200,688 shares

    0.21% of the 13F portfolio, value $30,015,859.

    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 1,113,302 shares
    Change vs previous 13F +904,530 shares

    0.3% of the 13F portfolio, value $35,447,526.

    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 208,772 shares
    Change vs previous 13F -4,221 shares

    0.06% of the 13F portfolio, value $6,144,157.

    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 212,993 shares
    Change vs previous 13F +18,976 shares

    0.07% of the 13F portfolio, value $5,995,762.

    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 194,017 shares
    Change vs previous 13F +5,937 shares

    0.07% of the 13F portfolio, value $5,971,845.

    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 188,080 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,792,861.

    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).