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Beacon Pointe Advisors, LLC: AWK position timeline

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

Beacon Pointe Advisors, LLC held 11,585 AWK 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 11,585 shares
    Change vs previous 13F -68,488 shares

    0.01% of the 13F portfolio, value $1,524,351.

    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 80,073 shares
    Change vs previous 13F +22,360 shares

    0.06% of the 13F portfolio, value $10,897,113.

    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 57,713 shares
    Change vs previous 13F -4,004 shares

    0.05% of the 13F portfolio, value $7,531,511.

    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 61,717 shares
    Change vs previous 13F +4,857 shares

    0.07% of the 13F portfolio, value $8,590,442.

    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 56,860 shares
    Change vs previous 13F +2,520 shares

    0.08% of the 13F portfolio, value $7,909,738.

    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 54,340 shares
    Change vs previous 13F +9,714 shares

    0.09% of the 13F portfolio, value $8,016,272.

    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 44,626 shares
    Change vs previous 13F -6,914 shares

    0.06% of the 13F portfolio, value $5,555,483.

    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 51,540 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,537,262.

    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).