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Beacon Pointe Advisors, LLC: VG position timeline

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

Beacon Pointe Advisors, LLC held 72,156 VG 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 72,156 shares
    Change vs previous 13F -15,124 shares

    <0.01% of the 13F portfolio, value $803,094.

    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 87,280 shares
    Change vs previous 13F +55,384 shares

    0.01% of the 13F portfolio, value $1,375,537.

    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 31,896 shares
    Change vs previous 13F -27,560 shares

    <0.01% of the 13F portfolio, value $217,528.

    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 59,456 shares
    Change vs previous 13F -14,775 shares

    0.01% of the 13F portfolio, value $843,681.

    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 74,231 shares
    Change vs previous 13F +23,733 shares

    0.01% of the 13F portfolio, value $1,156,519.

    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 50,498 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $520,129.

    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).