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Beacon Pointe Advisors, LLC: VOO position timeline

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

Beacon Pointe Advisors, LLC held 1,176,174 VOO 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 1,176,174 shares
    Change vs previous 13F +91,954 shares

    3.76% of the 13F portfolio, value $807,807,732.

    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 1,084,220 shares
    Change vs previous 13F +498,809 shares

    3.44% of the 13F portfolio, value $647,875,455.

    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 585,411 shares
    Change vs previous 13F +67,953 shares

    2.58% of the 13F portfolio, value $367,128,557.

    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 517,458 shares
    Change vs previous 13F -121,845 shares

    2.69% of the 13F portfolio, value $316,885,009.

    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 639,303 shares
    Change vs previous 13F +43,609 shares

    3.8% of the 13F portfolio, value $363,143,038.

    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 595,694 shares
    Change vs previous 13F +48,898 shares

    3.44% of the 13F portfolio, value $306,132,928.

    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 546,796 shares
    Change vs previous 13F +29,953 shares

    3.27% of the 13F portfolio, value $294,618,982.

    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 516,843 shares
    Change vs previous 13F not available

    3.15% of the 13F portfolio, value $272,722,498.

    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).