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Beacon Pointe Advisors, LLC: VTEB position timeline

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

Beacon Pointe Advisors, LLC held 1,057,630 VTEB 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 1,057,630 shares
    Change vs previous 13F +68,128 shares

    0.25% of the 13F portfolio, value $53,494,949.

    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 989,502 shares
    Change vs previous 13F +142,073 shares

    0.26% of the 13F portfolio, value $49,366,231.

    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 847,429 shares
    Change vs previous 13F +67,480 shares

    0.3% of the 13F portfolio, value $42,617,213.

    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 779,949 shares
    Change vs previous 13F +264,954 shares

    0.33% of the 13F portfolio, value $39,052,061.

    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 514,995 shares
    Change vs previous 13F +37,148 shares

    0.26% of the 13F portfolio, value $25,250,201.

    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 477,847 shares
    Change vs previous 13F -47,864 shares

    0.27% of the 13F portfolio, value $23,710,757.

    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 525,711 shares
    Change vs previous 13F +7,947 shares

    0.29% of the 13F portfolio, value $26,353,875.

    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 517,764 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $26,468,119.

    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).