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Beacon Pointe Advisors, LLC: VHT position timeline

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

Beacon Pointe Advisors, LLC held 26,357 VHT 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 26,357 shares
    Change vs previous 13F -629 shares

    0.04% of the 13F portfolio, value $7,880,897.

    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 26,986 shares
    Change vs previous 13F -2,597 shares

    0.04% of the 13F portfolio, value $7,349,113.

    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 29,583 shares
    Change vs previous 13F +19,547 shares

    0.06% of the 13F portfolio, value $8,515,476.

    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 10,036 shares
    Change vs previous 13F +1,310 shares

    0.02% of the 13F portfolio, value $2,605,411.

    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 8,726 shares
    Change vs previous 13F -678 shares

    0.02% of the 13F portfolio, value $2,166,940.

    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 9,404 shares
    Change vs previous 13F +226 shares

    0.03% of the 13F portfolio, value $2,489,499.

    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 9,178 shares
    Change vs previous 13F -451 shares

    0.03% of the 13F portfolio, value $2,328,339.

    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 9,629 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,717,376.

    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).