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Beacon Pointe Advisors, LLC: VOT position timeline

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

Beacon Pointe Advisors, LLC held 93,904 VOT 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 93,904 shares
    Change vs previous 13F +5,169 shares

    0.13% of the 13F portfolio, value $28,698,152.

    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 88,735 shares
    Change vs previous 13F +16,523 shares

    0.12% of the 13F portfolio, value $22,835,886.

    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 72,212 shares
    Change vs previous 13F +1,294 shares

    0.14% of the 13F portfolio, value $20,157,227.

    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 70,918 shares
    Change vs previous 13F -12,169 shares

    0.18% of the 13F portfolio, value $20,835,024.

    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 83,087 shares
    Change vs previous 13F +2,201 shares

    0.25% of the 13F portfolio, value $23,629,032.

    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 80,886 shares
    Change vs previous 13F +941 shares

    0.22% of the 13F portfolio, value $19,788,007.

    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 79,945 shares
    Change vs previous 13F +517 shares

    0.23% of the 13F portfolio, value $20,286,159.

    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 79,428 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $19,338,425.

    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).