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Beacon Pointe Advisors, LLC: PVAL position timeline

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

Beacon Pointe Advisors, LLC held 108,394 PVAL 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 108,394 shares
    Change vs previous 13F +22,259 shares

    0.03% of the 13F portfolio, value $5,522,664.

    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 86,135 shares
    Change vs previous 13F +33,088 shares

    0.02% of the 13F portfolio, value $3,996,679.

    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 53,047 shares
    Change vs previous 13F +41,920 shares

    0.02% of the 13F portfolio, value $2,417,367.

    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 11,127 shares
    Change vs previous 13F -1,482 shares

    <0.01% of the 13F portfolio, value $475,347.

    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 12,609 shares
    Change vs previous 13F +38 shares

    0.01% of the 13F portfolio, value $507,258.

    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 12,571 shares
    Change vs previous 13F +3,200 shares

    0.01% of the 13F portfolio, value $478,718.

    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 9,371 shares
    Change vs previous 13F +36 shares

    <0.01% of the 13F portfolio, value $347,865.

    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 9,335 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $354,154.

    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).