Beacon Pointe Advisors, LLC: VV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Pointe Advisors, LLC on VV, newest first. How the timeline and the estimate are built.
Beacon Pointe Advisors, LLC held 87,869 VV shares at 2026-06-30 per its 13F-HR filed 2026-08-18.
the latest 13F is the newest step
- period ended2026-06-3013F 87,869 sharesChange vs previous 13F -884 shares
0.14% of the 13F portfolio, value $30,219,171.
13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 88,753 sharesChange vs previous 13F +2,095 shares
0.14% of the 13F portfolio, value $26,523,970.
13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 86,658 sharesChange vs previous 13F +6,336 shares
0.19% of the 13F portfolio, value $27,279,843.
13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 80,322 sharesChange vs previous 13F +1,793 shares
0.21% of the 13F portfolio, value $24,728,063.
13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 78,529 sharesChange vs previous 13F +271 shares
0.23% of the 13F portfolio, value $22,404,448.
13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 78,258 sharesChange vs previous 13F -3,921 shares
0.23% of the 13F portfolio, value $20,114,728.
13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 82,179 sharesChange vs previous 13F +1,722 shares
0.25% of the 13F portfolio, value $22,163,659.
13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 80,457 sharesChange vs previous 13F not available
0.24% of the 13F portfolio, value $21,183,418.
13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).