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Beacon Pointe Advisors, LLC: VCSH position timeline

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

Beacon Pointe Advisors, LLC held 320,622 VCSH 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 320,622 shares
    Change vs previous 13F +10,769 shares

    0.12% of the 13F portfolio, value $25,338,793.

    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 309,853 shares
    Change vs previous 13F +28,231 shares

    0.13% of the 13F portfolio, value $24,562,021.

    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 281,622 shares
    Change vs previous 13F -3,791 shares

    0.16% of the 13F portfolio, value $22,453,699.

    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 285,413 shares
    Change vs previous 13F +117,601 shares

    0.19% of the 13F portfolio, value $22,813,023.

    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 167,812 shares
    Change vs previous 13F +36,734 shares

    0.14% of the 13F portfolio, value $13,341,079.

    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 131,078 shares
    Change vs previous 13F +118,363 shares

    0.12% of the 13F portfolio, value $10,347,314.

    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 12,715 shares
    Change vs previous 13F -536 shares

    0.01% of the 13F portfolio, value $991,869.

    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 13,251 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,052,418.

    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).