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Beacon Pointe Advisors, LLC: USMV position timeline

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

Beacon Pointe Advisors, LLC held 1,419,542 USMV 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 1,419,542 shares
    Change vs previous 13F +63,372 shares

    0.64% of the 13F portfolio, value $136,929,040.

    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 1,356,170 shares
    Change vs previous 13F +1,117,752 shares

    0.67% of the 13F portfolio, value $125,771,245.

    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 238,418 shares
    Change vs previous 13F +5,087 shares

    0.16% of the 13F portfolio, value $22,449,434.

    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 233,331 shares
    Change vs previous 13F +15,438 shares

    0.19% of the 13F portfolio, value $22,199,153.

    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 217,893 shares
    Change vs previous 13F +1,552 shares

    0.21% of the 13F portfolio, value $20,453,643.

    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 216,341 shares
    Change vs previous 13F -1,300 shares

    0.23% of the 13F portfolio, value $20,262,516.

    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 217,641 shares
    Change vs previous 13F -22,090 shares

    0.21% of the 13F portfolio, value $19,324,388.

    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 239,731 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $21,889,828.

    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).