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Beacon Pointe Advisors, LLC: VTV position timeline

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

Beacon Pointe Advisors, LLC held 1,508,278 VTV 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 1,508,278 shares
    Change vs previous 13F +191,374 shares

    1.53% of the 13F portfolio, value $328,698,991.

    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 1,316,904 shares
    Change vs previous 13F +322,912 shares

    1.37% of the 13F portfolio, value $258,376,656.

    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 993,992 shares
    Change vs previous 13F +176,933 shares

    1.33% of the 13F portfolio, value $189,842,556.

    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 817,059 shares
    Change vs previous 13F -94,301 shares

    1.29% of the 13F portfolio, value $152,377,411.

    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 911,360 shares
    Change vs previous 13F +46,233 shares

    1.68% of the 13F portfolio, value $161,073,701.

    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 865,127 shares
    Change vs previous 13F -2,217 shares

    1.68% of the 13F portfolio, value $149,442,003.

    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 867,344 shares
    Change vs previous 13F +9,504 shares

    1.63% of the 13F portfolio, value $146,841,352.

    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 857,840 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $149,753,115.

    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).