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Beacon Pointe Advisors, LLC: IVOO position timeline

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

Beacon Pointe Advisors, LLC held 4,031 IVOO 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 4,031 shares
    Change vs previous 13F -50 shares

    <0.01% of the 13F portfolio, value $525,635.

    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 4,081 shares
    Change vs previous 13F +1,799 shares

    <0.01% of the 13F portfolio, value $466,534.

    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 2,282 shares
    Change vs previous 13F +321 shares

    <0.01% of the 13F portfolio, value $255,125.

    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 1,961 shares
    Change vs previous 13F -1,852 shares

    <0.01% of the 13F portfolio, value $216,494.

    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 3,813 shares
    Change vs previous 13F +341 shares

    <0.01% of the 13F portfolio, value $400,285.

    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 3,472 shares
    Change vs previous 13F -15 shares

    <0.01% of the 13F portfolio, value $342,721.

    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 3,487 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $367,915.

    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).