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Beacon Pointe Advisors, LLC: VYMI position timeline

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

Beacon Pointe Advisors, LLC held 286,697 VYMI 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 286,697 shares
    Change vs previous 13F +40,401 shares

    0.13% of the 13F portfolio, value $28,153,687.

    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 246,296 shares
    Change vs previous 13F +188,181 shares

    0.12% of the 13F portfolio, value $23,210,925.

    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 58,115 shares
    Change vs previous 13F +2,850 shares

    0.04% of the 13F portfolio, value $5,230,384.

    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 55,265 shares
    Change vs previous 13F +4,797 shares

    0.04% of the 13F portfolio, value $4,679,855.

    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 50,468 shares
    Change vs previous 13F +15,177 shares

    0.04% of the 13F portfolio, value $4,043,020.

    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 35,291 shares
    Change vs previous 13F +5,657 shares

    0.03% of the 13F portfolio, value $2,600,606.

    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 29,634 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $2,011,543.

    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 29,633 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,175,634.

    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).