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Beacon Pointe Advisors, LLC: VYM position timeline

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

Beacon Pointe Advisors, LLC held 336,885 VYM 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 336,885 shares
    Change vs previous 13F +69,642 shares

    0.25% of the 13F portfolio, value $53,237,930.

    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 267,243 shares
    Change vs previous 13F +37,806 shares

    0.21% of the 13F portfolio, value $39,578,636.

    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 229,437 shares
    Change vs previous 13F +2,366 shares

    0.23% of the 13F portfolio, value $32,928,754.

    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 227,071 shares
    Change vs previous 13F -1,100 shares

    0.27% of the 13F portfolio, value $32,005,660.

    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 228,171 shares
    Change vs previous 13F -5,272 shares

    0.32% of the 13F portfolio, value $30,417,453.

    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 233,443 shares
    Change vs previous 13F -2,066 shares

    0.34% of the 13F portfolio, value $30,104,771.

    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 235,509 shares
    Change vs previous 13F +3,631 shares

    0.33% of the 13F portfolio, value $30,048,604.

    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 231,878 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $29,726,712.

    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).