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Beacon Pointe Advisors, LLC: VSGX position timeline

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

Beacon Pointe Advisors, LLC held 220,509 VSGX 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 220,509 shares
    Change vs previous 13F +26,183 shares

    0.08% of the 13F portfolio, value $18,156,702.

    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 194,326 shares
    Change vs previous 13F +32,638 shares

    0.07% of the 13F portfolio, value $13,938,977.

    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 161,688 shares
    Change vs previous 13F +34,891 shares

    0.08% of the 13F portfolio, value $11,580,107.

    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 126,797 shares
    Change vs previous 13F +21,048 shares

    0.07% of the 13F portfolio, value $8,795,923.

    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 105,749 shares
    Change vs previous 13F -1,094 shares

    0.07% of the 13F portfolio, value $6,926,587.

    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 106,843 shares
    Change vs previous 13F -4,253 shares

    0.07% of the 13F portfolio, value $6,301,595.

    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 111,096 shares
    Change vs previous 13F -1,782 shares

    0.07% of the 13F portfolio, value $6,299,166.

    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 112,878 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,943,099.

    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).