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Beacon Pointe Advisors, LLC: SCHV position timeline

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

Beacon Pointe Advisors, LLC held 3,917,972 SCHV 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 3,917,972 shares
    Change vs previous 13F +44,859 shares

    0.63% of the 13F portfolio, value $136,384,607.

    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 3,873,113 shares
    Change vs previous 13F +2,714,584 shares

    0.63% of the 13F portfolio, value $118,129,938.

    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 1,158,529 shares
    Change vs previous 13F +8,829 shares

    0.24% of the 13F portfolio, value $34,304,035.

    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 1,149,700 shares
    Change vs previous 13F +87,278 shares

    0.28% of the 13F portfolio, value $33,467,775.

    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 1,062,422 shares
    Change vs previous 13F +85,679 shares

    0.31% of the 13F portfolio, value $29,397,216.

    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 976,743 shares
    Change vs previous 13F +9,802 shares

    0.29% of the 13F portfolio, value $25,961,816.

    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 966,941 shares
    Change vs previous 13F +637,376 shares

    0.28% of the 13F portfolio, value $25,208,157.

    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 329,565 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $26,487,152.

    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).