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Beacon Pointe Advisors, LLC: VXF position timeline

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

Beacon Pointe Advisors, LLC held 69,796 VXF 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 69,796 shares
    Change vs previous 13F +2,105 shares

    0.08% of the 13F portfolio, value $17,184,445.

    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 67,691 shares
    Change vs previous 13F +35,996 shares

    0.07% of the 13F portfolio, value $13,930,784.

    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 31,695 shares
    Change vs previous 13F -1,852 shares

    0.05% of the 13F portfolio, value $6,628,077.

    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 33,547 shares
    Change vs previous 13F -42,653 shares

    0.06% of the 13F portfolio, value $7,022,762.

    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 76,200 shares
    Change vs previous 13F -2,990 shares

    0.15% of the 13F portfolio, value $14,684,486.

    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 79,190 shares
    Change vs previous 13F -3,812 shares

    0.15% of the 13F portfolio, value $13,641,239.

    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 83,002 shares
    Change vs previous 13F -2,557 shares

    0.17% of the 13F portfolio, value $15,768,672.

    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 85,559 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $15,570,877.

    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).