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Beacon Pointe Advisors, LLC: VBR position timeline

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

Beacon Pointe Advisors, LLC held 196,061 VBR 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 196,061 shares
    Change vs previous 13F +16,690 shares

    0.22% of the 13F portfolio, value $47,640,924.

    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 179,371 shares
    Change vs previous 13F +21,458 shares

    0.21% of the 13F portfolio, value $38,968,303.

    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 157,913 shares
    Change vs previous 13F +58,414 shares

    0.24% of the 13F portfolio, value $33,444,458.

    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 99,499 shares
    Change vs previous 13F -1,998 shares

    0.18% of the 13F portfolio, value $20,766,476.

    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 101,497 shares
    Change vs previous 13F +8,125 shares

    0.21% of the 13F portfolio, value $19,792,863.

    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 93,372 shares
    Change vs previous 13F -1,266 shares

    0.2% of the 13F portfolio, value $17,394,350.

    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 94,638 shares
    Change vs previous 13F -1,744 shares

    0.21% of the 13F portfolio, value $18,755,335.

    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 96,382 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $19,351,620.

    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).