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Beacon Pointe Advisors, LLC: VB position timeline

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

Beacon Pointe Advisors, LLC held 225,077 VB 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 225,077 shares
    Change vs previous 13F +64,941 shares

    0.32% of the 13F portfolio, value $68,225,269.

    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 160,136 shares
    Change vs previous 13F +13,638 shares

    0.22% of the 13F portfolio, value $41,942,937.

    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 146,498 shares
    Change vs previous 13F +29,207 shares

    0.27% of the 13F portfolio, value $37,789,191.

    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 117,291 shares
    Change vs previous 13F +49,078 shares

    0.25% of the 13F portfolio, value $29,824,791.

    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 68,213 shares
    Change vs previous 13F +9,644 shares

    0.17% of the 13F portfolio, value $16,165,046.

    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 58,569 shares
    Change vs previous 13F -7,652 shares

    0.15% of the 13F portfolio, value $12,987,763.

    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 66,221 shares
    Change vs previous 13F -4,156 shares

    0.18% of the 13F portfolio, value $15,911,613.

    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 70,377 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $16,694,069.

    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).