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Beacon Pointe Advisors, LLC: ESGV position timeline

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

Beacon Pointe Advisors, LLC held 134,191 ESGV 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 134,191 shares
    Change vs previous 13F +10,880 shares

    0.08% of the 13F portfolio, value $17,745,367.

    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 123,311 shares
    Change vs previous 13F +32,168 shares

    0.07% of the 13F portfolio, value $13,844,155.

    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 91,143 shares
    Change vs previous 13F +12,531 shares

    0.08% of the 13F portfolio, value $11,024,615.

    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 78,612 shares
    Change vs previous 13F +10,102 shares

    0.08% of the 13F portfolio, value $9,310,779.

    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 68,510 shares
    Change vs previous 13F +5,358 shares

    0.08% of the 13F portfolio, value $7,511,469.

    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 63,152 shares
    Change vs previous 13F +4,989 shares

    0.07% of the 13F portfolio, value $6,185,700.

    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 58,163 shares
    Change vs previous 13F +9,063 shares

    0.07% of the 13F portfolio, value $6,100,742.

    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 49,100 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,991,017.

    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).