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Beacon Pointe Advisors, LLC: MDLV position timeline

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

Beacon Pointe Advisors, LLC held 489,664 MDLV 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 489,664 shares
    Change vs previous 13F +44,250 shares

    0.07% of the 13F portfolio, value $15,036,371.

    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 445,414 shares
    Change vs previous 13F +67,444 shares

    0.07% of the 13F portfolio, value $13,435,739.

    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 377,970 shares
    Change vs previous 13F +17,319 shares

    0.08% of the 13F portfolio, value $10,721,939.

    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 360,651 shares
    Change vs previous 13F +95,059 shares

    0.09% of the 13F portfolio, value $10,098,225.

    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 265,592 shares
    Change vs previous 13F +29,953 shares

    0.07% of the 13F portfolio, value $7,163,294.

    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 235,639 shares
    Change vs previous 13F +46,064 shares

    0.07% of the 13F portfolio, value $6,395,466.

    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 189,575 shares
    Change vs previous 13F +40,687 shares

    0.05% of the 13F portfolio, value $4,894,838.

    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 148,888 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,073,460.

    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).