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Beacon Pointe Advisors, LLC: IDV position timeline

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

Beacon Pointe Advisors, LLC held 137,395 IDV 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 137,395 shares
    Change vs previous 13F -2,240 shares

    0.03% of the 13F portfolio, value $5,692,292.

    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 139,635 shares
    Change vs previous 13F +71,021 shares

    0.03% of the 13F portfolio, value $5,942,876.

    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 68,614 shares
    Change vs previous 13F +618 shares

    0.02% of the 13F portfolio, value $2,706,829.

    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 67,996 shares
    Change vs previous 13F +3,849 shares

    0.02% of the 13F portfolio, value $2,485,266.

    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 64,147 shares
    Change vs previous 13F +16,208 shares

    0.02% of the 13F portfolio, value $2,213,723.

    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 47,939 shares
    Change vs previous 13F -4,097 shares

    0.02% of the 13F portfolio, value $1,487,076.

    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 52,036 shares
    Change vs previous 13F +6,600 shares

    0.02% of the 13F portfolio, value $1,424,740.

    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 45,436 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,373,538.

    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).