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Beacon Pointe Advisors, LLC: IVV position timeline

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

Beacon Pointe Advisors, LLC held 684,738 IVV 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 684,738 shares
    Change vs previous 13F -19,368 shares

    2.39% of the 13F portfolio, value $512,793,734.

    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 704,106 shares
    Change vs previous 13F +288,534 shares

    2.44% of the 13F portfolio, value $459,928,936.

    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 415,572 shares
    Change vs previous 13F +25,250 shares

    2% of the 13F portfolio, value $284,641,859.

    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 390,322 shares
    Change vs previous 13F +104,866 shares

    2.22% of the 13F portfolio, value $261,242,555.

    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 285,456 shares
    Change vs previous 13F -9,636 shares

    1.85% of the 13F portfolio, value $177,239,703.

    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 295,092 shares
    Change vs previous 13F +8,544 shares

    1.86% of the 13F portfolio, value $165,811,941.

    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 286,548 shares
    Change vs previous 13F +5,781 shares

    1.87% of the 13F portfolio, value $168,685,115.

    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 280,767 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $161,951,937.

    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).