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Beacon Pointe Advisors, LLC: V position timeline

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

Beacon Pointe Advisors, LLC held 319,231 V 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 319,231 shares
    Change vs previous 13F +3,405 shares

    0.51% of the 13F portfolio, value $109,516,910.

    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 315,826 shares
    Change vs previous 13F +118,573 shares

    0.51% of the 13F portfolio, value $95,455,326.

    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 197,253 shares
    Change vs previous 13F +3,884 shares

    0.49% of the 13F portfolio, value $69,178,472.

    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 193,369 shares
    Change vs previous 13F -31,343 shares

    0.56% of the 13F portfolio, value $66,012,264.

    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 224,712 shares
    Change vs previous 13F -22,627 shares

    0.83% of the 13F portfolio, value $79,784,110.

    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 247,339 shares
    Change vs previous 13F +24,712 shares

    0.97% of the 13F portfolio, value $86,682,583.

    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 222,627 shares
    Change vs previous 13F -14,373 shares

    0.78% of the 13F portfolio, value $70,359,076.

    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 237,000 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $65,163,284.

    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).