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Beacon Pointe Advisors, LLC: IUSV position timeline

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

Beacon Pointe Advisors, LLC held 44,361 IUSV 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 44,361 shares
    Change vs previous 13F +7,232 shares

    0.02% of the 13F portfolio, value $4,886,382.

    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 37,129 shares
    Change vs previous 13F +24,677 shares

    0.02% of the 13F portfolio, value $3,796,426.

    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 12,452 shares
    Change vs previous 13F -3,159 shares

    0.01% of the 13F portfolio, value $1,276,853.

    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 15,611 shares
    Change vs previous 13F +4,064 shares

    0.01% of the 13F portfolio, value $1,560,284.

    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 11,547 shares
    Change vs previous 13F -1,753 shares

    0.01% of the 13F portfolio, value $1,092,737.

    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 13,300 shares
    Change vs previous 13F -1,478 shares

    0.01% of the 13F portfolio, value $1,227,442.

    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 14,778 shares
    Change vs previous 13F +114 shares

    0.02% of the 13F portfolio, value $1,368,272.

    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 14,664 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,400,268.

    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).