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Livermore
Livermore
ZHEN

Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

V holding history

Visa Inc. in every 13F filed by Beacon Pointe Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

V overviewAll 13F holders of VFull Q2 2026 holdings

Shares (Q2 2026)
319,231
Value
$109.5M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of V by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026319,231$109.5M0.5%+3,405+1.1%AddedHolders
Q1 2026315,826$95.5M0.5%+118,573+60.1%AddedHolders
Q4 2025197,253$69.2M0.5%+3,884+2.0%AddedHolders
Q3 2025193,369$66.0M0.6%−31,343−13.9%ReducedHolders
Q2 2025224,712$79.8M0.8%−22,627−9.1%ReducedHolders
Q1 2025247,339$86.7M1.0%+24,712+11.1%AddedHolders
Q4 2024222,627$70.4M0.8%−14,373−6.1%ReducedHolders
Q3 2024237,000$65.2M0.8%+13,048+5.8%AddedHolders
Q2 2024223,952$58.8M0.7%−9,377−4.0%ReducedHolders
Q1 2024233,329$65.1M0.7%−29,781−11.3%ReducedHolders
Q4 2023263,110$68.5M0.8%−13,349−4.8%ReducedHolders
Q3 2023276,459$63.6M0.8%+77,273+38.8%AddedHolders
Q2 2023199,186$47.3M0.8%−32,256−13.9%ReducedHolders
Q1 2023231,442$52.2M0.9%+23,083+11.1%AddedHolders
Q4 2022208,359$43.3M0.8%+12,592+6.4%AddedHolders
Q3 2022195,767$34.8M0.8%−2,873−1.4%ReducedHolders
Q2 2022198,640$39.2M0.8%−61,884−23.8%ReducedHolders
Q1 2022260,524$57.8M0.8%+161,238+162.4%AddedHolders
Q4 202199,286$21.5M0.6%−49,129−33.1%ReducedHolders
Q3 2021148,415$33.1M0.8%+108,033+267.5%AddedHolders
Q2 202140,382$9.44M0.3%+24,937+161.5%AddedHolders
Q1 202115,445$3.27M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.