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Beacon Pointe Advisors, LLC: IVW position timeline

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

Beacon Pointe Advisors, LLC held 351,931 IVW 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 351,931 shares
    Change vs previous 13F +3,622 shares

    0.23% of the 13F portfolio, value $48,401,008.

    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 348,309 shares
    Change vs previous 13F +45,650 shares

    0.21% of the 13F portfolio, value $39,397,216.

    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 302,659 shares
    Change vs previous 13F +53,968 shares

    0.26% of the 13F portfolio, value $37,305,746.

    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 248,691 shares
    Change vs previous 13F -31,040 shares

    0.25% of the 13F portfolio, value $30,021,992.

    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 279,731 shares
    Change vs previous 13F +243 shares

    0.32% of the 13F portfolio, value $30,798,420.

    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 279,488 shares
    Change vs previous 13F +10,806 shares

    0.29% of the 13F portfolio, value $25,944,911.

    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 268,682 shares
    Change vs previous 13F +24,683 shares

    0.3% of the 13F portfolio, value $27,279,310.

    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 243,999 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $23,362,858.

    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).