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Beacon Pointe Advisors, LLC: DFUV position timeline

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

Beacon Pointe Advisors, LLC held 1,342,005 DFUV 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 1,342,005 shares
    Change vs previous 13F -31,471 shares

    0.34% of the 13F portfolio, value $73,823,671.

    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 1,373,476 shares
    Change vs previous 13F +54,042 shares

    0.35% of the 13F portfolio, value $66,558,638.

    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 1,319,434 shares
    Change vs previous 13F +103,281 shares

    0.43% of the 13F portfolio, value $61,472,438.

    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 1,216,153 shares
    Change vs previous 13F -158,567 shares

    0.46% of the 13F portfolio, value $54,349,880.

    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 1,374,720 shares
    Change vs previous 13F +9,214 shares

    0.61% of the 13F portfolio, value $58,123,177.

    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 1,365,506 shares
    Change vs previous 13F +25,043 shares

    0.63% of the 13F portfolio, value $56,272,521.

    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 1,340,463 shares
    Change vs previous 13F +11,307 shares

    0.61% of the 13F portfolio, value $54,851,734.

    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 1,329,156 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $55,412,525.

    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).