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Beacon Pointe Advisors, LLC: ACWX position timeline

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

Beacon Pointe Advisors, LLC held 161,245 ACWX 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 161,245 shares
    Change vs previous 13F -819 shares

    0.06% of the 13F portfolio, value $12,272,337.

    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 162,064 shares
    Change vs previous 13F +140,214 shares

    0.06% of the 13F portfolio, value $11,096,540.

    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 21,850 shares
    Change vs previous 13F -1,604 shares

    0.01% of the 13F portfolio, value $1,466,808.

    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 23,454 shares
    Change vs previous 13F -127,976 shares

    0.01% of the 13F portfolio, value $1,524,748.

    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 151,430 shares
    Change vs previous 13F -17,340 shares

    0.1% of the 13F portfolio, value $9,228,160.

    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 168,770 shares
    Change vs previous 13F +140,830 shares

    0.11% of the 13F portfolio, value $9,358,275.

    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 27,940 shares
    Change vs previous 13F +6,222 shares

    0.02% of the 13F portfolio, value $1,457,327.

    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 21,718 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,242,701.

    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).