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Beacon Pointe Advisors, LLC: VIG position timeline

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

Beacon Pointe Advisors, LLC held 501,401 VIG 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 501,401 shares
    Change vs previous 13F +122,543 shares

    0.55% of the 13F portfolio, value $118,641,554.

    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 378,858 shares
    Change vs previous 13F +74,259 shares

    0.43% of the 13F portfolio, value $81,477,250.

    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 304,599 shares
    Change vs previous 13F +30,116 shares

    0.47% of the 13F portfolio, value $66,944,684.

    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 274,483 shares
    Change vs previous 13F -4,345 shares

    0.5% of the 13F portfolio, value $59,230,587.

    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 278,828 shares
    Change vs previous 13F -649 shares

    0.6% of the 13F portfolio, value $57,067,750.

    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 279,477 shares
    Change vs previous 13F +2,688 shares

    0.61% of the 13F portfolio, value $54,215,777.

    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 276,789 shares
    Change vs previous 13F +6,859 shares

    0.6% of the 13F portfolio, value $54,203,587.

    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 269,930 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $53,462,329.

    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).