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Beacon Pointe Advisors, LLC: VWOB position timeline

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

Beacon Pointe Advisors, LLC held 106,348 VWOB 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 106,348 shares
    Change vs previous 13F +8,259 shares

    0.03% of the 13F portfolio, value $7,150,838.

    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 98,089 shares
    Change vs previous 13F +8,462 shares

    0.03% of the 13F portfolio, value $6,443,475.

    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 89,627 shares
    Change vs previous 13F +1,608 shares

    0.04% of the 13F portfolio, value $6,043,529.

    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 88,019 shares
    Change vs previous 13F +81,476 shares

    0.05% of the 13F portfolio, value $5,888,444.

    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 6,543 shares
    Change vs previous 13F +59 shares

    <0.01% of the 13F portfolio, value $427,612.

    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 6,484 shares
    Change vs previous 13F -248 shares

    <0.01% of the 13F portfolio, value $416,255.

    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 6,732 shares
    Change vs previous 13F +237 shares

    <0.01% of the 13F portfolio, value $425,144.

    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 6,495 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $431,047.

    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).