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Beacon Pointe Advisors, LLC: VONE position timeline

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

Beacon Pointe Advisors, LLC held 176,755 VONE 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 176,755 shares
    Change vs previous 13F +5,059 shares

    0.28% of the 13F portfolio, value $59,870,492.

    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 171,696 shares
    Change vs previous 13F +74,834 shares

    0.27% of the 13F portfolio, value $50,670,981.

    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 96,862 shares
    Change vs previous 13F -669 shares

    0.21% of the 13F portfolio, value $29,934,346.

    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 97,531 shares
    Change vs previous 13F -16,701 shares

    0.25% of the 13F portfolio, value $29,488,553.

    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 114,232 shares
    Change vs previous 13F -1,773 shares

    0.34% of the 13F portfolio, value $32,083,163.

    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 116,005 shares
    Change vs previous 13F -3,284 shares

    0.33% of the 13F portfolio, value $29,449,007.

    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 119,289 shares
    Change vs previous 13F -1,906 shares

    0.35% of the 13F portfolio, value $31,816,730.

    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 121,195 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $31,519,234.

    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).