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Beacon Pointe Advisors, LLC: ACWI position timeline

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

Beacon Pointe Advisors, LLC held 24,548 ACWI 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 24,548 shares
    Change vs previous 13F +1,069 shares

    0.02% of the 13F portfolio, value $3,853,309.

    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 23,479 shares
    Change vs previous 13F +12,895 shares

    0.02% of the 13F portfolio, value $3,248,756.

    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 10,584 shares
    Change vs previous 13F +2,163 shares

    0.01% of the 13F portfolio, value $1,497,522.

    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 8,421 shares
    Change vs previous 13F +3,226 shares

    0.01% of the 13F portfolio, value $1,164,108.

    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 5,195 shares
    Change vs previous 13F -78 shares

    0.01% of the 13F portfolio, value $668,024.

    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 5,273 shares
    Change vs previous 13F +220 shares

    0.01% of the 13F portfolio, value $613,727.

    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 5,053 shares
    Change vs previous 13F +1,803 shares

    0.01% of the 13F portfolio, value $593,720.

    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 3,250 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $388,577.

    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).