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Beacon Pointe Advisors, LLC: VMBS position timeline

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

Beacon Pointe Advisors, LLC held 288,722 VMBS 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 288,722 shares
    Change vs previous 13F -16,587 shares

    0.06% of the 13F portfolio, value $13,515,088.

    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 305,309 shares
    Change vs previous 13F +40,233 shares

    0.08% of the 13F portfolio, value $14,334,263.

    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 265,076 shares
    Change vs previous 13F +255,986 shares

    0.09% of the 13F portfolio, value $12,479,779.

    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 9,090 shares
    Change vs previous 13F +1,061 shares

    <0.01% of the 13F portfolio, value $426,867.

    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 8,029 shares
    Change vs previous 13F -28 shares

    <0.01% of the 13F portfolio, value $372,064.

    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 8,057 shares
    Change vs previous 13F -288 shares

    <0.01% of the 13F portfolio, value $373,120.

    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 8,345 shares
    Change vs previous 13F -53 shares

    <0.01% of the 13F portfolio, value $378,362.

    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 8,398 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $396,470.

    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).