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Beacon Pointe Advisors, LLC: VNQ position timeline

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

Beacon Pointe Advisors, LLC held 295,599 VNQ 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 295,599 shares
    Change vs previous 13F -8,278 shares

    0.13% of the 13F portfolio, value $28,504,633.

    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 303,877 shares
    Change vs previous 13F +30,432 shares

    0.14% of the 13F portfolio, value $26,953,888.

    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 273,445 shares
    Change vs previous 13F +160,169 shares

    0.17% of the 13F portfolio, value $24,197,114.

    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 113,276 shares
    Change vs previous 13F +13,894 shares

    0.09% of the 13F portfolio, value $10,355,690.

    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 99,382 shares
    Change vs previous 13F -6,068 shares

    0.09% of the 13F portfolio, value $8,850,932.

    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 105,450 shares
    Change vs previous 13F -12,379 shares

    0.11% of the 13F portfolio, value $9,547,481.

    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 117,829 shares
    Change vs previous 13F -5,296 shares

    0.12% of the 13F portfolio, value $10,496,185.

    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 123,125 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $11,994,814.

    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).