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Beacon Pointe Advisors, LLC: FVD position timeline

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

Beacon Pointe Advisors, LLC held 230,627 FVD 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 230,627 shares
    Change vs previous 13F +14,208 shares

    0.05% of the 13F portfolio, value $11,111,603.

    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 216,419 shares
    Change vs previous 13F +6,768 shares

    0.05% of the 13F portfolio, value $10,178,173.

    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 209,651 shares
    Change vs previous 13F +14,594 shares

    0.07% of the 13F portfolio, value $9,660,735.

    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 195,057 shares
    Change vs previous 13F +41,023 shares

    0.08% of the 13F portfolio, value $9,019,424.

    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 154,034 shares
    Change vs previous 13F -5,371 shares

    0.07% of the 13F portfolio, value $6,885,315.

    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 159,405 shares
    Change vs previous 13F +682 shares

    0.08% of the 13F portfolio, value $7,107,863.

    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 158,723 shares
    Change vs previous 13F -1,609 shares

    0.08% of the 13F portfolio, value $6,926,679.

    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 160,332 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $7,293,516.

    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).