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Beacon Pointe Advisors, LLC: VBK position timeline

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

Beacon Pointe Advisors, LLC held 170,183 VBK 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 170,183 shares
    Change vs previous 13F -1,573 shares

    0.29% of the 13F portfolio, value $62,235,805.

    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 171,756 shares
    Change vs previous 13F +5,270 shares

    0.28% of the 13F portfolio, value $51,913,237.

    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 166,486 shares
    Change vs previous 13F +2,077 shares

    0.35% of the 13F portfolio, value $50,296,969.

    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 164,409 shares
    Change vs previous 13F +87,711 shares

    0.42% of the 13F portfolio, value $48,931,628.

    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 76,698 shares
    Change vs previous 13F +517 shares

    0.22% of the 13F portfolio, value $21,240,609.

    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 76,181 shares
    Change vs previous 13F -282 shares

    0.22% of the 13F portfolio, value $19,180,032.

    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 76,463 shares
    Change vs previous 13F -2,250 shares

    0.24% of the 13F portfolio, value $21,414,094.

    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 78,713 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $21,045,620.

    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).