Skip to content
Disclosery

Beacon Pointe Advisors, LLC: VOE position timeline

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

Beacon Pointe Advisors, LLC held 169,698 VOE 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 169,698 shares
    Change vs previous 13F +10,517 shares

    0.16% of the 13F portfolio, value $33,532,374.

    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 159,181 shares
    Change vs previous 13F +28,389 shares

    0.16% of the 13F portfolio, value $29,333,963.

    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 130,792 shares
    Change vs previous 13F +3,458 shares

    0.16% of the 13F portfolio, value $23,198,526.

    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 127,334 shares
    Change vs previous 13F -21,498 shares

    0.19% of the 13F portfolio, value $22,229,941.

    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 148,832 shares
    Change vs previous 13F +12,112 shares

    0.26% of the 13F portfolio, value $24,476,936.

    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 136,720 shares
    Change vs previous 13F -5,830 shares

    0.25% of the 13F portfolio, value $21,949,076.

    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 142,550 shares
    Change vs previous 13F -905 shares

    0.26% of the 13F portfolio, value $23,060,301.

    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 143,455 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $24,053,078.

    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).