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Beacon Pointe Advisors, LLC: VDC position timeline

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

Beacon Pointe Advisors, LLC held 9,155 VDC 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 9,155 shares
    Change vs previous 13F -328 shares

    0.01% of the 13F portfolio, value $2,064,398.

    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 9,483 shares
    Change vs previous 13F +191 shares

    0.01% of the 13F portfolio, value $2,129,770.

    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 9,292 shares
    Change vs previous 13F +681 shares

    0.01% of the 13F portfolio, value $1,962,886.

    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 8,611 shares
    Change vs previous 13F +277 shares

    0.02% of the 13F portfolio, value $1,840,370.

    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 8,334 shares
    Change vs previous 13F -28 shares

    0.02% of the 13F portfolio, value $1,825,118.

    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 8,362 shares
    Change vs previous 13F -540 shares

    0.02% of the 13F portfolio, value $1,829,782.

    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 8,902 shares
    Change vs previous 13F +71 shares

    0.02% of the 13F portfolio, value $1,881,661.

    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 8,831 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,929,492.

    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).