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Beacon Pointe Advisors, LLC: VTES position timeline

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

Beacon Pointe Advisors, LLC held 88,991 VTES 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 88,991 shares
    Change vs previous 13F +5,204 shares

    0.04% of the 13F portfolio, value $9,015,683.

    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 83,787 shares
    Change vs previous 13F -1,624 shares

    0.04% of the 13F portfolio, value $8,474,265.

    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 85,411 shares
    Change vs previous 13F +2,566 shares

    0.06% of the 13F portfolio, value $8,675,664.

    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 82,845 shares
    Change vs previous 13F +49,534 shares

    0.07% of the 13F portfolio, value $8,444,021.

    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 33,311 shares
    Change vs previous 13F +29,690 shares

    0.04% of the 13F portfolio, value $3,362,045.

    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 3,621 shares
    Change vs previous 13F -871 shares

    <0.01% of the 13F portfolio, value $363,947.

    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 4,492 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $450,323.

    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 4,492 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $455,579.

    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).